On Friday we presented the first part of Goldman's Top 100 Charts of 2013. [2] Among the themes presented were the interweaving links between key investment themes, and the implications of these for companies, sectors and countries. They include the widening disparity in relative energy costs, the rising cost of growth in emerging markets, the increasing ubiquity of technology in most sectors, the disruptive technologies that are changing how things are made and consumed, the growing influence of governments, and also, the twin challenges of fewer jobs and longer lives. Below we present the second half of the best charts of 2013.
The size and influence of governments is rising
[3]
A taxing subject
[4]
Tracking the habits of global consumers
[5]
Fast food is a global phenomenon
[6]
Dominance takes many shapes
[7]
...and so does disruption
[8]
Ill gotten gains?
[9]
The geography and nature of conflicts are changing
[10]
Going places
[11]
Diversions
[12]
Some market charts
[13]
[14]
On a parting note, did you know…
[15]
For reference
[16]