A Third Eye View of Emerging Markets Tassos Stassopoulos, Chief Investment Officer at Trinetra Investment Manage

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. 

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.

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

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.

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.

How can you spot emerging consumer trends before they show up in statistics? This podcast focuses on ethnography, the processes involved with finding the right people to build a holistic picture on future trends. To understand more about how these powerful, relevant insights are generated, Tassos Stassopoulos speaks to Gita Ghate, Third Eye’s founder, about her many years working with global consumer companies to understand trends in India.