A Third Eye View of Emerging Markets

Tassos Stassopoulos, Chief Investment Officer at Trinetra Investment Manage
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Emerging Markets are fast-changing and full of hope. With accelerating speed of change, predicting and understanding upcoming trends require a deep understanding of people and their cultures. Tassos Stassopoulos visits the homes of consumers in EMs to understand their beliefs, values and aspirations. In this series he shares his insights. Learn more at https://trinetra-im.com

  1. Growing environmental awareness in EM and other trends to watch

    12/15/2023

    Growing environmental awareness in EM and other trends to watch

    Emerging Market are changing fast, but while some topics and challenges might be shared with the developed world, the solutions are often starkly different. In this podcast Mike Ivatt discusses with Tassos Stassopoulos the growing importance of environmental awareness in Emerging Markets, and why EMs might be better placed to find the answers to environmental challenges. They also discuss the trends to watch in the years ahead, and where the Trinetra team will be heading for their next Immersions research visits.

    22 min
  2. Gita Ghate: India's consumers are changing

    10/18/2022

    Gita Ghate: India's consumers are changing

    India's consumer patterns are shifting faster than ever, accelerated by a changing post-Covid mindset. To ensure these trends and cultural behaviours are fully understood, our team is heading back to India in December 2022 for an ethnographic research study. In this podcast Tassos Stassopoulos and Gita Ghate, Managing Director of ethnographic research firm Third Eye discuss the changing mindset of Indian consumers and possible areas for the study.

    11 min
  3. Why ethnography is more important than ever

    09/08/2022

    Why ethnography is more important than ever

    Ethnography helps to identify upcoming consumer trends, but also requires a lot of preparation to select the countries for research and frequency of visits. In this latest podcast Tassos discusses why desk top research tells you very little about the consumer is thinking, how his research has changed over the years and why immersion studies are as important than ever.

    12 min
  4. Inflation, PIX & pets: Brazil's changing consumer habits

    07/12/2022

    Inflation, PIX & pets: Brazil's changing consumer habits

    Which new habits will remain post COVID, how are consumers reacting to rising inflation and why have the pets come in from the cold? Tassos Stassopoulos shares the insights from his recent immersion trip to Brazil and discusses the wide-reaching impact of the digital banking revolution sweeping Latin America's largest economy.

    15 min
  5. Spotting trends in an anxious world

    11/16/2020

    Spotting trends in an anxious world

    Covid-19 has fundamentally changed the world, our habits and behaviours. How do you distinguish between consumer trends which are set for the long-term and those which will evaporate once the pandemic recedes? Mike Ivatt and Tassos Stassopoulos discuss finding trends in an anxious and socially distanced world, using digital ethnography.

    21 min
  6. Are EMs about to benefit from a longevity dividend?

    06/23/2020

    Are EMs about to benefit from a longevity dividend?

    It is often assumed that growth in Emerging Markets stems from the expanding youth population. On-the-ground insights, however, point to an overlooked longevity dividend, where people in urban areas carry on working to an older age, even starting new businesses or careers, in order to continue making connections and contributing and earning the respect that was previously given by virtue of age alone. In this podcast recorded in late 2019, before COVID-19, Tassos Stassopoulos discusses on-the-ground insights, and what it means for EM investment, with Gita Ghate, founder of Third Eye, an Indian Ethnographic Research Firm.

    16 min
  7. Investing in the time of COVID-19

    04/01/2020

    Investing in the time of COVID-19

    The market volatility resulting from the coronavirus pandemic is unlike anything faced by investment managers in modern time. In this podcast Jonathan Ramsay of InvestSense and Tassos Stassopoulos discuss investing with a long term view during times of volatility, the art or contrarian stock picking and managing client money in these challenging times. The views expressed herein do not constitute research, investment advice or trade recommendations

    22 min
  8. Seeing the bigger picture

    11/04/2019

    Seeing the bigger picture

    What can investors learn from ethnographic research to help in understanding the bigger picture in Emerging Markets? In this podcast Tassos Stassopoulos and Gita Ghate, Founder and CEO of Third Eye, talk about the importance of avoiding biases when listening to consumers, how Indian society is changing, and where Gita sees the next big trend in this fast-growing nation.

    15 min
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Ratings & Reviews

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About

Emerging Markets are fast-changing and full of hope. With accelerating speed of change, predicting and understanding upcoming trends require a deep understanding of people and their cultures. Tassos Stassopoulos visits the homes of consumers in EMs to understand their beliefs, values and aspirations. In this series he shares his insights. Learn more at https://trinetra-im.com

Information

  • Creator
    Tassos Stassopoulos, Chief Investment Officer at Trinetra Investment Manage
  • Years Active
    2019 - 2023
  • Episodes
    13
  • Rating
    Clean
  • Copyright
    © 2022 Trinetra Investment Management
  • Show Website
    A Third Eye View of Emerging Markets