To many investors the term “emerging market economies” has connotations of high risks and volatility, but to Tassos Stassopolous they’re the source of valuable “deep ethnographic research”. [Read more here]
August 22, 2018
Why we get it wrong - culture not companies dictate trends
A presentation given by Tassos at the Forum's Strategies Conference in Sydney.
Connecting the dots between disparate trends can help unearth surprising opportunities in emerging markets. In our view, the impact of infrastructure investment on healthcare is a little-known link with big implications. [Read more here]
Health & Wellness
September 7, 2015
It's time to ditch emerging markets benchmarks
Investors who try to tap into emerging-market growth by building up stock portfolios that mirror benchmark indexes .... risk picking up old stories and missing out on future trends.
Over many years, China has gained acclaim as the world’s manufacturing powerhouse. But today, innovation is flourishing in the world’s most populous nation, which is rapidly becoming a trendsetter with the potential to disrupt.... [Read more here]
March 27, 2015
Richer World: The predictive powers of fridges
What's on your fridge shelf says more than you might think about you as a consumer.