Tassos Stassopoulos
@stassopoulos
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Managing Partner & CIO @ Trinetra Investment Management
London, England
Joined June 2009
Sajith: I hadnt heard of Avi Eyal / Entree Capital before this 20VC podcast episide. I got drawn to Avi Eyal’s @aeyal1 's podcast epsiode given the jawdropping numbers that Harry Stebbings used to market the epsiode - 100x returns on the https://t.co/DC8K1tPM4y investment, 38x
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Loved this @WIRED profile of emerging markets investor Tassos @stassopoulos whose firm Trinetra uses ethnographic research (at the core of it is peeking into people's fridges) to determine evolving consumption trends. (The content is excerpted from @nicolatwilley's book
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What does the wizarding world of Harry Potter and EM investing have in common? They both provide a useful framework on how to invest in an uncertain and volatile world.
trinetra-im.com
What does the wizarding world of Harry Potter and Emerging Markets have in common? At Australia's Portfolio Construction Forum Strategies Conference in August 2023, Tassos Stassopoulos outlined how...
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DM focus on measurable #environmental metrics is happening to the detriment of #social impact. Focusing on the measurable mean missing the bigger picture, ignoring material risks and opportunities just because they cannot be tracked on a spreadsheet. https://t.co/5EUMVsNgJz
trinetra-im.com
The developed world’s focus on more easily measurable environmental metrics is happening to the detriment of social impact. Investors are trained to focus on the most material risks and opportunities...
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Chinese equities lost half ‘re-opening’ surge as investors grew disappointed with recovery. Consumer demand is on a path to recovery enabling #investors to benefit from cheap valuations, low interest rates, and government measures boosting domestic demand. https://t.co/6mNTaujSHA
trinetra-im.com
Chinese equities witnessed a 30% reopening rally from the end of November 2022 to the end of January 2023, only to lose half of that gain by the end of April, mainly driven by investor disappointment...
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After a lost decade, cyclical and structural headwinds have been abating for EM equities. At PCF Markets Summit in Sydney, I outlined why profound secular changes are now becoming tailwinds https://t.co/jt3dpwq4Ha
trinetra-im.com
Tassos Stassopoulos outlines why cyclical and structural headwinds are abating for EM equities.
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A post-Covid mindset is causing EM consumers to tear up the inflation playbook. Companies and investors need to re-think their assumptions on what products and services might prove resilient. Read our latest insights here https://t.co/PXfS7VpHFM
trinetra-im.com
When it comes to adjusting their household spending for rising inflation, emerging markets consumers are tearing up the traditional playbook. COVID-19 has fundamentally changed consumers’ mindsets...
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Desk top #research tells you little about what the consumer is thinking and why things are happening. Listen to our latest podcast to find out how #ethnographic research helps identifies emerging #trends . https://t.co/YXXkTkRrbA
trinetra-im.com
Ethnography helps to identify upcoming consumer trends, but also requires a lot of preparation to select the countries for research and frequency of visits. In this latest podcast Tassos discusses...
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Customers paying by credit cards create cashflow challenges for entrepreneurs. Our #Brazil immersions study found small businesses using PIX to overcome this, fuelling a new wave of #Entrepreneurship . #ethnographicresearch
trinetra-im.com
Entrepreneurs around the world often face countless obstacles for their new ventures. Having a good idea and establishing a product or service is only the first step before they need to plan promot...
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Our recent immersion trip to #Brazil has thrown up some fascinating insights on #consumers’ attitude to #inflation, #health the wide-reaching impact of digital payments. https://t.co/7YdzfgBAqP
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Taking off for 🇧🇷 on our 1st #ethnographic study after Covid. Since 2011 this bag has been with me on 24 ethnographic studies travelling through 🇨🇳🇮🇳🇻🇳🇿🇦🇳🇬🇮🇳🇧🇷🇨🇱🇵🇪🇮🇳🇲🇽🇮🇩🇮🇳🇹🇭🇵🇭🇨🇳🇮🇳🇬🇭🇨🇳🇰🇷🇮🇳🇮🇩🇨🇴🇮🇳 to understand how people lives are changing & how they shape future trends
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PIX is a digital payments success story. On our upcoming Immersion trip to #Brazil , we'll be looking at how PIX will continue to impact consumer behaviour and especially for those who were previously #unbanked.
economist.com
Why the central bank’s instant-payments platform, Pix, has been a smash hit
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A fast and effective way to counter climate change is to reduce poverty, provide education and empower women. Supporting lower income groups, strengthening the fabric of society brings demographic change and focus on staying within Planetary Boundaries. https://t.co/JETqTO1u4v
trinetra-im.com
Mitigating the devastating impact of Climate Change has rightly shot up in the global consciousness resulting in ESG becoming increasingly prominent for many investors. However, finding the right...
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Really enjoyed Anthro-Vision by @Gilliantett. Demonstrating cultural context and the power of the Small Sample in a world obsessed with Big Data
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Covid-19 is a blueprint for the emotionomics 2.0 world - Tassos Stassopoulos & Jonathan Shapiro. Earn 0.50 CE/CPD hrs #PortfolioForum @stassopoulos #Finology #BehaviouralFinance #InvestorPsychology
https://t.co/TXUR6ExhaN
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#Covid_19 changed our habits and behaviours. How do you distinguish between long-term trends and those which will evaporate once the pandemic recedes? I discuss with Mike Ivatt how to find trends in a socially distanced world, using digital ethnography. https://t.co/hf8MCBOA4U
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Can the PIX payment system supported by Brazilian Central Bank herald the death of #creditcards ? Our research blog looks at the disruption this causes for card schemes, payments companies, before spreading to the banks themselves. https://t.co/sMCVIVKHVJ
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