EMQQ CIO Presentation - The Case for Emerging Markets: Why History Indicates Opportunity is Now
The Third Wave of global digitization has reached an inflection point. The conditions and technology born in Silicon Valley have now spread, evolved, and matured worldwide, creating billions of digital natives and numerous unicorns in all corners of the globe. With the developing world’s swelling middle class of youthful online consumers as the catalyst, new innovative companies are now poised to go public and spark a golden age of digital transformation for emerging markets.
- Historic divergence in price and fundamentals for EM tech
- How to approach EM investing in the current environment and avoid the value trap
- How to approach EM investing in the current environment and avoid the value trap
- Why India offers a uniquely powerful online consumption opportunity
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EMQQ aims to provide exposure to the intersection of three macro trends in emerging markets: the rising middle class, increasingly affordable smartphones, and consumption patterns going online for the first time via smartphones promoting rapid ecommerce growth. With the internet becoming increasingly affordable and accessible, billions of people in the developing world are now leapfrogging traditional consumption patterns and starting to consume online for the first time. The result of this rising middle-class consumer wave has transformed economies and created a digital revolution in emerging markets.