Deep macro forces

Macroeconomic forces that have reshaped the business environment in the past few decades (ICT, globalization, and deregulation). We have also explored what new forces could potentially prevail in the decades to come (sustainability, demographics, re-regulation, and many others).

1. Pick a sector that you know well and identify and discuss the key macro risks for the coming five to ten years. (Hint: thinking both in terms of value added and profitability could be useful.)

2. Consider the longer term and come up with an original scenario where a deep macroeconomic force completely reshapes this sector's environment. (Hint: think of new kinds of competitors, threat to existing market structure, market price, competition for key resource, etc.). Discuss the underlying business opportunities that this would create (in this sector, or related ones).

3. If you knew for sure that this scenario was to happen in the near future, what kind of investment would put you in the best position to take full advantage of your foresight (in physical and/or human capital)?