Discover and read the best of Twitter Threads about #megatrends
Most recents (5)
Set a reminder for my upcoming Space! twitter.com/i/spaces/1kvJp…
We are going live in 5!
Follow the thread below for slides!
#nifty50 #NiftyBank #corporateindia
We are going live in 5!
Follow the thread below for slides!
#nifty50 #NiftyBank #corporateindia
Before we begin, here is the Disclaimer 
1/ In context of #globaldemographics, 4 #megatrends are often referred to: population growth, population ageing, international migration and urbanization.
Here is a thread diving into these.
(Most charts are from ‘Our World in Data’. Some from UN.)
Here is a thread diving into these.
(Most charts are from ‘Our World in Data’. Some from UN.)
2/ To begin, for historical context, this chart
The 20th century began with 1.65 billion people in the world. It closed with 6 billion people.
This growth saw its ripple effects across the world – from economic growth to environmental impact of the century.
The 20th century began with 1.65 billion people in the world. It closed with 6 billion people.
This growth saw its ripple effects across the world – from economic growth to environmental impact of the century.
3/ Another chart for historical context – where have most of the people been living through history?
1/n)
The Electric Mobility dilemma of Legacy vs New-Age
There is no doubt that Legacy Auto businesses might be able to leverage their scale, capital & experience to roll out EVs faster than EV startups..
But does that make them a better investment?
🧵👇🏻
#Megatrends #investing
The Electric Mobility dilemma of Legacy vs New-Age
There is no doubt that Legacy Auto businesses might be able to leverage their scale, capital & experience to roll out EVs faster than EV startups..
But does that make them a better investment?
🧵👇🏻
#Megatrends #investing
2/n)
Historically, disruptive #innovation has always come from outside the traditional bounds of the industry.
From #Apple's iPhone📱 & #Amazon's AWS☁️ to
#SpaceX's Reusable Rockets🚀, the incumbents have more often than not, failed to innovate and/or spot the disruptors.
🧵👇🏻
Historically, disruptive #innovation has always come from outside the traditional bounds of the industry.
From #Apple's iPhone📱 & #Amazon's AWS☁️ to
#SpaceX's Reusable Rockets🚀, the incumbents have more often than not, failed to innovate and/or spot the disruptors.
🧵👇🏻
3/n)
In case of Electric Mobility though, there's one critical factor that's keeping incumbents in the race: POLICY📜
Since EVs are now a necessity to reduce global #carbonfootprint & control the #ClimateCrisis, incumbents have no option but to cannibalize their products.
🧵👇🏻
In case of Electric Mobility though, there's one critical factor that's keeping incumbents in the race: POLICY📜
Since EVs are now a necessity to reduce global #carbonfootprint & control the #ClimateCrisis, incumbents have no option but to cannibalize their products.
🧵👇🏻
(1/4)In an increasingly competitive battle for market share and dominance of the e-commerce arena, @Shopify has partnered up with @Facebook & @Walmart in a matter of few weeks...
@amazon might be staring down the barrel of a loaded e-commerce gun on its home turf.
#megatrends
@amazon might be staring down the barrel of a loaded e-commerce gun on its home turf.
#megatrends
(2/4) In a time like this, "the enemy of my enemy is my friend" is a phrase that fits well for India's very own sector devouring #RelianceIndustries and their retail arm, #RelianceRetail!!
After the recent downpour of $$$'s on Antila & a new partner in @Facebook,
#megatrends
After the recent downpour of $$$'s on Antila & a new partner in @Facebook,
#megatrends
(3/4) There may be a unique chance for @Facebook @Walmart & #RelianceRetail to open a new war front in India to challenge @amazonIN by providing better service & last mile logistics compounded by a price war resonant of the one that created the @reliancejio monster
#megatrends
#megatrends
(1/8)
Inviting giants like #Apple, #Samsung & #Foxconn to set up mobile phone manufacturing facilities in India could prove to be a double edged sword for well established Indian contract manufacturers like Dixon Technologies for various reasons. Key among these are....(contd)
Inviting giants like #Apple, #Samsung & #Foxconn to set up mobile phone manufacturing facilities in India could prove to be a double edged sword for well established Indian contract manufacturers like Dixon Technologies for various reasons. Key among these are....(contd)
(2/8)
Key reasons for concern:
1. COST COMPETITIVENESS
Giant scale manufacturing could mean lower costs which in turn could increase cost competitiveness and reduce margins for existing manufacturers
#costcompetitiveness
Key reasons for concern:
1. COST COMPETITIVENESS
Giant scale manufacturing could mean lower costs which in turn could increase cost competitiveness and reduce margins for existing manufacturers
#costcompetitiveness
(3/8)
2. "ATMA-NIRBHAR COMPETITION"
Government providing financial and policy help could encourage existing clientele to start their own distributed manufacturing hubs and control and future proof their supply chains
#AtmaNirbharBharat
2. "ATMA-NIRBHAR COMPETITION"
Government providing financial and policy help could encourage existing clientele to start their own distributed manufacturing hubs and control and future proof their supply chains
#AtmaNirbharBharat
