Portfolio Management 101 > Emerging Markets

With Fibria, You Do Want To Squeeze The Charmin


It’s no secret that we consume less paper today than we did just 10 years ago. With the availability of iPads from Apple (NASDAQ:AAPL)and Samsung, and the ability to search for, read, and store information online, we just don’t have such a high need for newspapers and magazines. The trend has been a headache for most newspaper publishers and magazines that were slow to develop their online offerings and the adaptation of advertising that is used online.

But there is one type of paper that has actually seen growing demand, particularly from emerging market economies and their growing middle class. That type of paper is tissue paper, used to blow your nose or wipe your derriere. In either case, softer is better, and neither of those activities has an online alternative.