The Future of Emerging Markets: Where The Growth Is
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 produced new internet giants equal to or even larger than their U.S. counterparts. Kevin will delve into the greater influence of this new consumer wave and the fundamental changes taking place in developing economies, their preference for online shopping via the smartphone and ways for investors to gain targeted exposure to the rapidly expanding sector.
- What McKinsey and Co. call “the biggest growth opportunity in the history of capitalism”
- How the largest Emerging Market ETFs are fundamentally flawed
- How the rising middle class in EM is rapidly digitizing and paving the way for new internet giants equal to or larger than their U.S. counterparts
- How internet giants like Alibaba, Tencent, MercadoLibre, and Sea Ltd are leading a digital revolution in Emerging Markets
- Potential delisting risk of U.S. listed Chinese companies and the degrading U.S. China relations
Recording
Attachments
Speakers
About
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.