Do it yourself

  “Fourth Industrial Revolution” is one of the most popular buzzwords these days. One gets to hear this almost every day in one context or the other. Business leaders, administrators, policy makers and money managers etc. have been using it in their presentations and interactions. In some cases it is used as a cliché, without intending any specific trend or opportunity. However, in most cases it is used to imply that new technologies and applications being used in the areas like manufacturing, mobility, communication, healthcare, education etc. are bringing remarkable change in the ways we are used to function. Metaverse, Clean Fuels, 5G, Drones, Artificial Intelligence, Convergence of Technologies, Blockchain, etc. are some of the pieces that are putting this revolution together. For the youngest generation, the changes this revolution is bringing to their lifestyle might not appear stark. They were born in a world where technological changes have been fast, dramatic and disruptiv...

In yesterday’s post I mentioned that in my view the likely demographic change over the next couple of decades is a more interesting investment theme than the more popular climate change or ESG. ( see here ) Some readers have sent their comments and views on the topic. A few have expressed disagreement with my hypothesis; but a large majority seems to be in agreement. A couple of readers have pointed out that demographic change and climate change are intricately intertwined and share a circular causal relationship. I fully agree with this viewpoint. The investment themes that support both climate change and demographic change could actually be the best investment theme. Metaverse is one such theme, in my view. The Federation of Indian Chambers of Commerce & Industry (FICCI) in a recently released knowledge paper – “Metaverse and Emerging Opportunities” – highlighted some interesting aspects of this massive opportunity that has the potential to transform, inter alia , the way we wo...