The next wave of consumer fintech startups will likely not come from US or China but from: Indonesia India Nigeria Brazil ...due to the existing cash-heavy financial system paired with high mobile penetration and ironically, respectively, their slowly maturing reserve banking system. PS: I’m personally more optimistic about Indonesia given the continuous improvements in their … Continue reading Next wave of consumer fintech startups
Low Inflation Dynamic Favors Business with Pricing Power
I think as long as we continue to situate in a low inflation environment, capital deployer will likely continue to favor businesses who can generate high markups and margin via pricing power... which means horizontal mergers will be implemented macro-wise and ultimately, further market concentration of human capital and financial capital will continue, until some level of … Continue reading Low Inflation Dynamic Favors Business with Pricing Power
Intersection notepad 