The mobility market is repeating the transformation seen a century ago when cars replaced stagecoaches. Autos are the world’s largest manufacturing industry, employing millions of people directly and in supply chains. Those companies that learn to ride the wave will likely be very successful for years to come.
Chemicals and the Economy
Demographics are destiny: today’s ageing populations creating “replacement economy”
Demographics are taking demand patterns in completely new directions. Sustaining future growth now depends on successfully developing and implementing new policies, focused on the opportunities offered by the emergence of the Perennials 55+ cohort. Demographics are taking demand patterns in completely new directions. Sustaining future growth now depends on successfully developing and implementing new policies, focused on the opportunities offered by the emergence of the Perennials 55+ cohort.
Middle-Income countries face a real risk of “growing old before they become rich”
China and most Middle-Income countries seem destined to grow old before they become rich. As Pew Foundation data shows, China had just 23m people who earned more than $50/day in $2011. India has only 2m.
COP 28 needs to see words translated into action, as carbon emissions have to peak in 2025
“Every year of the baby steps we’ve been taking up to this point means that we need to be taking bigger leaps with each following year, if we are to stay in this race. The science is absolutely clear.”
Q3 smartphone market confirms need to build Services revenue as consumer sales slow
The smartphone market highlights how companies are responding very differently to the economic slowdown. Samsung is adding features such as ‘foldables’. But Apple is building services business to provide annuity revenue for the future.
Asia’s debt crisis starts to approach its endgame as the yen continues to tumble
Last week, the Japanese yen fell through the US$ : ¥150 level for the first time since 1990. It has now fallen by nearly 50% against the US$ in the past two years. The currency is behaving as if Japan were a 3rd world country – whereas it is actually the 3rd largest economy in the world. Clearly, something is very wrong.
Companies must be bold and transform, as paradigm shifts reshape the business world
The paradigm shifts are already starting to impact most businesses. China is also changing, and will no longer power global growth. So there are no ‘Business as Usual’ options for the future. Instead, companies have to develop new business models for today’s New Normal world.
Asia’s debt crisis edges nearer, as Japan’s interest rates rise and China’s property bubble bursts
Bubbles are great fun while they last. But they are much less fun when they burst. For the past 20 years, central bank stimulus has created some of the largest bubbles ever seen. But now, led by developments in Japan and China, they are bursting
Smartphone decline highlights the end of the profitable BabyBoomer-led ‘middle-market’
The downturn in the global smartphone market highlights the need for companies to focus on the Value segment and Services as the Middle Market disappears. iPhones are now 49% of the booming second-hand market, allowing Apple to gain more Services revenue via its App Store.
Chemicals confirm deflationary pressures are building around the world
Taylor Swift’s concerts are creating massive short-term demand as people reconnect after lockdowns. But the chemical industry is warning that deflation could be round the corner, due to the over-capacity created by 20 years of stimulus
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