PLAYERS
TRENDS
UNDERSTANDING THE GENERATIOL DIFFERENCES
Definitions
Characteristics
Market size
THE ASCENDANCY OF GENERATION HASHTAG
The vast majority of Millennials have yet to enter the digital world
The younger Millennials are part of Generation Hashtag
Generation Hashtag is the global precariat
Generation Hashtag thinks and acts differently
Generation Hashtag is expected to be a bigger investment theme in India than in Chi
INVESTMENT IMPLICATIONS
Impact on the media sector
Impact on the smartphone sector
Impact on the semiconductor sector
Case studies
Apple
Tencent
COMPANY WATCH LIST
APPENDIX: OUR “THEMATIC” RESEARCH METHODOLOGY