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Nice time to check the foundation of industries

Monday, 22 September 2008 15:48 Last Updated on Monday, 22 September 2008 15:48 Written by admin 0 Comments

It seems that the fundamentals of the banking industry were unsound, and that ultimately this led to a collapse. It’s a question of structural assumptions – what is underpinning our industry? What might change? When could a tipping point come? These heady questions are often left to us futurist-types, but it seems like this week it would be a good idea for everybody.

For example, I would like to propose a betting pool on when the healthcare industry in America will need/receive its bailout. Between the demographics of the Boom generation’s retirement and the massive wasteful spending of our current system, the now $2 trillion industry has been forecast to increase to $4 trillion by around 2020.

My assumption – which I state here – is that this is structurally unsound. The economy as a whole will crack long before we get to $4 trillion. If we don’t change the structure of the industry, it will require one of those bailouts. What year do you figure it might be? 2015? 2023? 2025?

What about your industry? What assumptions are you using to justify the long-term profitability of your company? This isn’t gloom and doom, things might be great for you. But what’s the structural long-term?

This is a good week to ask those questions. The implications of failing to do so seem quite clear.

Tags:  bailouts, Economics, healthcare, structural trends
This entry was posted on Monday, September 22nd, 2008 at 3:48 pm and is filed under Business, Economics, Health, Industry trends. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.

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This is the official trend blog of Competitive Futures, a management consultancy that provides trend research and analysis for business and government around the world. Here, we update you on interesting trends we see as part of our work for our clients.


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