Industries Benefiting from Current Global Macro Trends

A list of industries that stand to benefit from trends that we’re seeing currently in the world:

  • Players in the telecoms industry that supply simple communication products using existing networks. There is increasing unrest in the world, and an increasing need for people to communicate. Already in 2014, we are forecast to see more phones in the world than people, and their need to communicate will only grow. The telecom players that have built huge networks, or need to build additional networks now might be saddled with too much debt to benefit, but there is huge room for smaller, leaner players.
  • The VPN and security industry, after all the scandals over surveillance we’ve seen this year.

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