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Year 2100: Biggest demographic change this century will bea near-doubling of Africas population, while other regions of

the world will grow only marginally or even shrink indemographic terms

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2-3

Billion

1

Billion

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1. BRICs keep coming

2. Euro-China

3. Climatic Economy

4. Water: Get Creative!

5. India: Forever Emerging6. Cultural Overhangs & Enclaves

7. Brand Ladder: Huge Challenge

8. Finanzkapital & Inequality

9. M-World

10. E-Things 2014 Nikhilesh Dholakia

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Insight: Mexico drives North American auto

investment, challenges ChinaBy Paul Lienert, DETROIT Sun Oct 20, 2013 10:11am EDTSource: http://www.reuters.com/article/2013/10/20/us-autos-mexico-investment-insight-idUSBRE99J04Y20131020

BMW, Toyota and Mercedes-Benz

are expected to announce at least $2

billion of deals That's on top of

nearly $6 billion in announcedplants by Nissan, Honda, Mazda and

Volkswagen. U.S. automakers will

spend another $1 billion or more to

upgrade Mexican plants. Nissan andVW also are considering expansions

at existing factories that could total

$1 billion or more

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http://www.reuters.com/article/2013/10/20/us-autos-mexico-investment-insight-idUSBRE99J04Y20131020http://www.reuters.com/article/2013/10/20/us-autos-mexico-investment-insight-idUSBRE99J04Y20131020

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CIVETSColombia, Indonesia,

Vietnam, Egypt, Turkey and South Africa.

This term was coined by Robert Ward of Economic Intelligence Unit in 2009

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Next 11: Bangladesh, Egypt, Indonesia, Iran, South Korea,

Mexico, Nigeria, Pakistan, the Philippines, Turkey, and

Vietnam.

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2014 Nikhil h Dh l ki

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Per Capita GDPNOT in PPP termswill cross $12000 soon

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Get ready for a China that looks like Europe,

feels like Europe, is 3-4 times the size of

Europe but thinks and acts like China 2014 Nikhilesh Dholakia

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Parched India: Any other options besides desalination? 2014 Nikhilesh Dholakia

The Blessed

Americas

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Remember UAE, the most

parched nation on Earth?

These are Abu Dhabi pictures

If you have tons of money, you

can desalinate sea water and

create a garden paradise in a

stark desert!!

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India-led Alliance of the Parched?

Trade labor power, skills for water?

Water pipelines (similar to petroleum pipelines)?

NAFTA and AFTA water pipelines? 2014 Nikhilesh Dholakia

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NEGATIVE ASPECTS

Infrastructure struggles

continue

Urban-rural divide

Intra-urban divide

POSITIVE ASPECTS No shortage of challenges

Endless opportunities

Global growth engine,

forever Investors will keep flocking

Endless experimentation,

endless innovation

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Examples:

Englishlanguage French HauteCouture

Spanish,Portuguese,Arabic words

American PopCulture

Tex-Mex Food

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Source: Interbrand 2014 Nikhilesh Dholakia

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USA 53

Germany 9

France 7

Japan 7

UK 4

Korea 3

Italy 3

Netherlands 3Switzerland 3

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2013 TopGlobal

Brands

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Controlled byAB InBev

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F

Finanzkapital & Brands

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Source: http://danariely.com/2011/08/15/better-and-more-social-bonuses/

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p y

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Tech: Opportunity after opportunity after

opportunity after opportunity in India

China will cool off

Africa will heat up, but the whole continent is about

the size of India 2014 Nikhilesh Dholakia

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N. Chadrasekaran

CEO/MD-TCS

..cloud computing, big data,

anticipatory computing,

Internet of things (IoT),augmented reality, unfettered

bandwidth, social computing,

smart devices ..

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W t

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We are not

getting much

smarter any

more But our

devices and

things are

Globalization

would require

creating

smarter things

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1 C i

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1. BRICs keep coming

2. Euro-China

3. Climatic Economy

4. Water: Get Creative!

5. India: Forever Emerging6. Cultural Overhangs & Enclaves

7. Brand Ladder: Huge Challenge

8. Finanzkapital & Inequality9. M-World

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Glckliches neues Jahr

Feliz Ao Nuevo

Joyeux Nouvel An

Godt Nytr

Feliz Ano NovoSelamat Tahun Baru

Yeni Ylnz Kutlu Olsun