common sense trends
Some trends are there for reasons that are so plain to see, that they can be worth betting on. From the top of my head here are five things that I think are almost certain (at least for the next five to ten years) and don't take rocket science to figure out.
1) The energy industry will grow whether we like it or not.
2) There will constantly be demand for fastfood in the Philippines.
3) Health and wellness concerns will grow.
4) Real estate prices as well as demand will take a breather from their increase.
5) Filipinos will keep going abroad for work or will provide services to people abroad.
With that I think its wise to invest in renewable energy, count on fastfoods for stability, bet on healthy goods and services, hold that real estate purchase and believe in the peso.
Energy
There are now almost 90 million Filipinos and there's no sign of any slowing down there. More people = more energy needs. It doesn't hurt my theory that we're a tech savy nation. GG client, a popular server for dota has about 20,000 Filipinos logged on at any given time. Dota is a variation of the popular game, warcraft. Tech savy=energy needy.
Fastfood
Tony Tan put it quite well. When the economy is good, the lower classes come to fastfoods. When the economy is bad, the upper classes return to their burgers and fries. Either way, they win.
Health and Wellness
There was a time we would laugh if someone told us that people would one day buy so much bottled tea, that coca cola would be concerned. Now C2 seems to be more popular than carbonated drinks on shelves of groceries, sari sari stores and cafeterias in the Metro. Neither would be believe it if people told us five years ago that KFC and Mcdonald's would be serving up salads.
Real Estate
There's been so much growth in this industry that it won't take a great mind to see that it has to cool off eventually. What comes up, must go down. It seems like every other block in Makati has a new building coming up. Condos have also spread far and wide in and out of the Metro. Demand is high and money is cheap. Its a sellers market. Prices are up, but they'll eventually have to retreat.
Work abroad
OFWs and BPO workers. They are our greatest competitive advantage to the world. The world knows it and we know it. Whether we are proud of that fact or not we can't deny that they bring in the dollars and push our peso up. They really are heroes.
1) The energy industry will grow whether we like it or not.
2) There will constantly be demand for fastfood in the Philippines.
3) Health and wellness concerns will grow.
4) Real estate prices as well as demand will take a breather from their increase.
5) Filipinos will keep going abroad for work or will provide services to people abroad.
With that I think its wise to invest in renewable energy, count on fastfoods for stability, bet on healthy goods and services, hold that real estate purchase and believe in the peso.
Energy
There are now almost 90 million Filipinos and there's no sign of any slowing down there. More people = more energy needs. It doesn't hurt my theory that we're a tech savy nation. GG client, a popular server for dota has about 20,000 Filipinos logged on at any given time. Dota is a variation of the popular game, warcraft. Tech savy=energy needy.
Fastfood
Tony Tan put it quite well. When the economy is good, the lower classes come to fastfoods. When the economy is bad, the upper classes return to their burgers and fries. Either way, they win.
Health and Wellness
There was a time we would laugh if someone told us that people would one day buy so much bottled tea, that coca cola would be concerned. Now C2 seems to be more popular than carbonated drinks on shelves of groceries, sari sari stores and cafeterias in the Metro. Neither would be believe it if people told us five years ago that KFC and Mcdonald's would be serving up salads.
Real Estate
There's been so much growth in this industry that it won't take a great mind to see that it has to cool off eventually. What comes up, must go down. It seems like every other block in Makati has a new building coming up. Condos have also spread far and wide in and out of the Metro. Demand is high and money is cheap. Its a sellers market. Prices are up, but they'll eventually have to retreat.
Work abroad
OFWs and BPO workers. They are our greatest competitive advantage to the world. The world knows it and we know it. Whether we are proud of that fact or not we can't deny that they bring in the dollars and push our peso up. They really are heroes.
Comments