There are trends all around us - Some dying, some thriving, some busy being born. It could be macro trends, price trends, culture trends or just fundamental shifts in thoughts and ways of life.
Globalisation - Pharma & IT Outsourcing, Chinese Manufacturing
Interest rate trajectory
Commodity price trends - The recent Carbon products - CTP, CPC, Graphite Electrodes, Paper, Sugar cycles
Renewable Power - Per Unit cost
Netflix watching middle-class
More Air-conditioners in middle-income households as Per-capita nears $10k USD
Frequency of families eating out
Content consumption on mobile devices
How often did you eat Biryani a decade ago vs now?
Blockchain and the shift from central ledgers to distributed ones - Distrust & difficulty in watching the watchers.
Offline to Online commerce
Protein vs Carb consumption as economy grows
I might be a bit all over the place here so please excuse me. The idea is to capture trends - short/med/long and ideas to see what markets are expanding, what new markets are being born and which ones are contracting beyond repair.
I couldn’t find another thread generic enough to capture trends although such discussions happen in the Commodity & Cyclical plays and sometimes in the Nifty P/E and the recent LTCG threads and some just are non-existent. It may not be a bad idea to have one thats a container for trend ideas and related discussions. I have started off with some which were swimming in my head.