1) Five major trends will impact the global environment in 2012 and beyond: the age of austerity in developed nations, the shift in economic gravity towards emerging markets, the impact of population aging and youth bulges, increasing global urbanization and connectivity ("global swarming"), and the rise of technology-powered hyperglobalization.
2) Emerging markets will see stronger growth and rising incomes and consumption, challenging the historic dominance of developed nations. China in particular will surpass the US in retail sales and urbanization.
3) Demographic shifts will also impact global dynamics, with emerging markets having younger populations compared to aging societies in many developed countries. Rapid urbanization will be a major driver
Solidiance shares the current opportunities and challenges of the Vietnamese market.
Where is Vietnam going from here? After formidable economic growth for the past 5 years, will Vietnam be able to sustain high level of foreign direct investment during the 2009 economic crisis.
The JWT AnxietyIndex was launched in February 2003 during the run-up to the war in Iraq. It tracks the level and intensity of consumer anxiety and the drivers of that anxiety. It examines safety and security concerns—the threat of terrorism, potential and current military hostilities, crime—as well as economic worries, such as the cost of health care, the cost of living and job security. The AnxietyIndex is also designed to discover consumer insights that will help marketers formulate strategies during times of high or low anxiety.
A quantitative survey was conducted using JWT's SONAR, our proprietary online research tool. We surveyed 253 adults aged 25 and older living in Colombia. The data was collected in January 2010 and was weighted by age and gender.
Solidiance shares the current opportunities and challenges of the Vietnamese market.
Where is Vietnam going from here? After formidable economic growth for the past 5 years, will Vietnam be able to sustain high level of foreign direct investment during the 2009 economic crisis.
The JWT AnxietyIndex was launched in February 2003 during the run-up to the war in Iraq. It tracks the level and intensity of consumer anxiety and the drivers of that anxiety. It examines safety and security concerns—the threat of terrorism, potential and current military hostilities, crime—as well as economic worries, such as the cost of health care, the cost of living and job security. The AnxietyIndex is also designed to discover consumer insights that will help marketers formulate strategies during times of high or low anxiety.
A quantitative survey was conducted using JWT's SONAR, our proprietary online research tool. We surveyed 253 adults aged 25 and older living in Colombia. The data was collected in January 2010 and was weighted by age and gender.
China, Rethink - Why China needs to rethink its modern 'Journey to the West'Morry Morgan
Chinese companies are expanding globally. Large firms like ZTE and Huawei have already made their mark, but not in a positive way. Instead they are proving that there is no 'Chinese way' and 'Western way', but a global 'Best Practice'.
This presentation was delivered at TEDx Hult Shanghai on April 21, 2013.
P.S. If you liked the graphics, please contact Rio Li who is a fantastic PPT designer (http://www.linkedin.com/in/iamrioli)
This is the presentation given to the Geeks on a Plane 500 Startups Group (GOAP) in Mexico City on Saturday May 12, 2012 by Paul Ahlstrom. This is a summary of the internal market research that led Alta to create a two investment funds in Mexico (Alta Growth Capital and Alta Ventures Mexico) (Excuse the formatting issues... We call this our kitchen sink version and although it is fairly complete, it was never meant for external publication..) Enjoy - It will be posted here for a limited time
Economic update – Keith Wade’s presentation at the LBS Investing Strategy event London Business School
Keith Wade is Chief Economist and strategist at Schroders. He is responsible for the economics team and the house view of the world economy. Prior to joining Schroders he was a researcher at London Business School's Centre for Economic Forecasting. In the presentation he discusses the current economic cycle, the likely trajectory and investment options for pension schemes having long term outlooks but short term pressure to manage volatility.
The “Investment Strategy 2013: Peering into the Crystal Ball” event was organised by The Pensions Management Institute and London Business School’s Alumni Club. It took place on 8 October 2012.
The real estate industry is one of the biggest sources of income globally. It has gained a
reputation of creating wealth like no other instrument. Worldwide, real estate revenues have
risen meteorically over the decades. Growing world cities have become hubs for high value real
estate.
Latin America Risks And Opportunities - Jan 2012ibarraricardo
Key risks and opportunities in Latin America for 2012. This will include an overview of our global and regional views as well as our strategy for Financial Markets in Latin American & the Caribbean.
The eighth edition of the Creativity in PR study explores the sector's creative evolution as it emerges from the unique challenges of the past two years.
The 2022 Report, co-authored by PRovoke Media and Now Go Create, in partnership with FleishmanHillard, is based on a survey of more than 200 agency and in-house executives from across the world, which took place earlier this year.
China, Rethink - Why China needs to rethink its modern 'Journey to the West'Morry Morgan
Chinese companies are expanding globally. Large firms like ZTE and Huawei have already made their mark, but not in a positive way. Instead they are proving that there is no 'Chinese way' and 'Western way', but a global 'Best Practice'.
This presentation was delivered at TEDx Hult Shanghai on April 21, 2013.
P.S. If you liked the graphics, please contact Rio Li who is a fantastic PPT designer (http://www.linkedin.com/in/iamrioli)
This is the presentation given to the Geeks on a Plane 500 Startups Group (GOAP) in Mexico City on Saturday May 12, 2012 by Paul Ahlstrom. This is a summary of the internal market research that led Alta to create a two investment funds in Mexico (Alta Growth Capital and Alta Ventures Mexico) (Excuse the formatting issues... We call this our kitchen sink version and although it is fairly complete, it was never meant for external publication..) Enjoy - It will be posted here for a limited time
Economic update – Keith Wade’s presentation at the LBS Investing Strategy event London Business School
Keith Wade is Chief Economist and strategist at Schroders. He is responsible for the economics team and the house view of the world economy. Prior to joining Schroders he was a researcher at London Business School's Centre for Economic Forecasting. In the presentation he discusses the current economic cycle, the likely trajectory and investment options for pension schemes having long term outlooks but short term pressure to manage volatility.
The “Investment Strategy 2013: Peering into the Crystal Ball” event was organised by The Pensions Management Institute and London Business School’s Alumni Club. It took place on 8 October 2012.
The real estate industry is one of the biggest sources of income globally. It has gained a
reputation of creating wealth like no other instrument. Worldwide, real estate revenues have
risen meteorically over the decades. Growing world cities have become hubs for high value real
estate.
Latin America Risks And Opportunities - Jan 2012ibarraricardo
Key risks and opportunities in Latin America for 2012. This will include an overview of our global and regional views as well as our strategy for Financial Markets in Latin American & the Caribbean.
The eighth edition of the Creativity in PR study explores the sector's creative evolution as it emerges from the unique challenges of the past two years.
The 2022 Report, co-authored by PRovoke Media and Now Go Create, in partnership with FleishmanHillard, is based on a survey of more than 200 agency and in-house executives from across the world, which took place earlier this year.
The War for Ideas: Five Years of the Creativity in PR StudyPRovoke Media
Co-author Claire Bridges explores findings from five years of the Holmes Report's landmark study, analysing what they mean for the future of the PR industry.
The new Global Communications Report, produced by the Holmes Report in conjunction with University of Southern California’s Center for Public Relations, is the definitive study of the global public relations industry, featuring research, agency rankings and industry analysis.
The 2014 Creativity In PR study, based on a survey of 600 PR people from around the world. Co-authored by the Holmes Report and Now Go Create, in conjunction with H+K Strategies.
The Holmes Report's 2014 Global Creative Index again analyses entries and winners from more than 25 PR award programmes from around the world, to determine the best performing campaigns and agencies.
The 2013 edition of the Holmes Report's Creativity in PR study, co-authored by NowGoCreate and sponsored by Ketchum. Based on research of 600 people across more than 35 countries, exploring whether the PR industry is creative enough to sway marketing budgets and develop game-changing ideas.
The World PR Report 2013, produced by the Holmes Report and ICCO, is a definitive report on the trends and issues facing the global PR industry, based on a survey of global agency heads. The report also includes research on the size and growth of the global PR industry, and a ranking of the world's 250-biggest PR firms.
The Holmes Report's Global Creative Index analyses entries and winners from more than 25 PR award programmes from around the world, to determine the most creative campaigns and agencies in the PR world.
The Holmes Report's first Creative Index analyses award-winning PR campaigns from more than 25 shows worldwide to determine the most creative programmes of the past 12 months.
New Communications in a Networked World: The Philips Case StudyPRovoke Media
Philips global comms chief Andre Manning explains how his company is integrating PR and marketing, at the Holmes Report's first ThinkTank Live Conference in Prague.
6. Developed world: Consumer spending volume,
pre-recession peak = 100
Post-financial 106
crisis recoveries
are prolonged 104 Normal past
recessions
102
Past recessions with
financial crises
Typical features of a post-crisis decade
•Credit growth: Weak 100
•House prices: Fall in real terms
•Unemployment: Stubbornly high
98
•GDP growth: Weak
•Banks: Financial repression
0 1 2 3
Years after pre-recession peak
Source: IMF
7.
8. Surging ahead…
or still digging out?
2. The centre of gravity shifts
The cost of the crisis
Difference, in % terms, of real
output per head before the
recession started in 2007
compared with 2012 (forecast)
%
Sources: National governments, Haver, EIU
9. Fastest-growing economies:
Next five years
0 1 2 3 4 5 6 7 8 9
China
India
Nigeria
Vietnam
Indonesia
Colombia
2. The centre of gravity shifts
Egypt
Turkey
Brazil
Russia
South Korea BRICs
Mexico
South Africa CIVETS
US
Canada Other EMs
Japan
UK G7
Germany
France
Italy
Real GDP, average annual % change, 2012-2016. Source: Economist Intelligence Unit
10. Income catch up
has a long way to run
GDP per head 2012 (estimated) US$
S Korea
Taiwan
Russia
Brazil
Argentina
Turkey
Mexico
South Africa
China
India
0 5,000 10,000 15,000 20,000 25,000
Sources: Economist Intelligence Unit, CountryData
15. Emerging markets have
better demographics
45
40
2008
2016
35
30
25
20
15 2. The centre of gravity shifts
10
5
0
Russia
Turkey
Japan
Italy
Indonesia
US
Brazil
Greece
Canada
South Africa
China
India
Egypt
Germany
Colombia
Vietnam
Old age dependency ratio: ratio of population aged over 64 to 15-64.
Source: Economist Intelligence Unit, Country Data.
18. Cities, China:
Unprecedented urbanisation
• By 2025 around 1bn living in China’s cities
• By 2025 15 cities with 25m+ population
• By 2025 200+ cities with 1m+ population
• By 2025 170 new mass transit systems built
• By 2025 40bn sq m of floor space built
• By 2014 China’s urban population increases by 80m
China urban inflows, 2010-20. Denser colour=greater inflows.
Source: China Regional Forecasting Service,Economist Intelligence Unit.
19. Sub-Saharan Africa will be
THE key driver of urbanisation growth
Other
US and Canada
7000 Middle East
Europe
6000 Latam and Caribbean
Sub-Saharan Africa
Rest of Asia
5000
India
China
• LDCs rise to from 69 to 82%
4000
of global urban population
3000 • Driven by Sub-Saharan
Africa
2000
• – from 7 to 17%
1000
0
2010 2020 2030 2040 2050
Urban population (millions)
Source: United Nations Population Division
21. Globalisation:
The story so far
3 Make anywhere, control globally
• 2000s onwards
• Death of distance
• “The earth is flat”
2 Make globally, control at home
• 1990s, big rise in FDI
• Cost-cutting, outsourcing
• Rise of anti-globalists
1 Sell abroad, manufacture at home
• 1960s-1980s
• Global markets, standard products
• Operations controlled from home base
23. Making sense of it all
‘Frugal innovation’ is here to stay
• OECD middle class faces prolonged austerity
• Emerging markets: more scale than wealth
The emerging MNC’s day has come
• It’s been good for us, now it will be good for them
• Investment in other EMs as well as the ‘old’ world
Complexity and speed:
technology accelerating it all
• Globalisation of labour market
• ‘Leapfrog’ technologies