Interestingly, there are many investment themes, flavors of the months and such in everything from retail to ice cream to degrees and stocks.
1. Inflation
Constantly feeding into the economic system, the asset market and biting into income spending power, inflation is the one trend that continues to bump up asset prices, hard assets appreciate, commodities get more expensive etc.
Why is this important? Holding purely cash is a bad idea. Holding a basket of assets may be a better solution in the long run.
Property, Gold and a functioning business to name a few.
2. The increasing aging population
With better healthcare, quality of food, fruits and simply better standards of living. People are expected to live well beyond the age of 80 as the number of centurions keep rising.
Why this matters? Healthcare is a beautiful business model, but not just that - quality healthcare, simplified housing with safety features, special aids equipment, organic and healthy food are all areas that can target the elderly.
IHH, Raffles Medical, Cordlife, Capitaland
3. Digital technology in different fields
Managing data centres, designing a better interface for users, creating applications, simplifying thinking and using a framework to help make better decisions from oil and gas to financial programs to deciding to do an oil and gas drilling.
- Keppel T&T, Neratel, Silverlake Axis, Rex International
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