Three important emerging market themes
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Rising consumerism
Consumer is king in these vast domestic markets. In fact, consumption in EM cities is expected to generate about 56% of global consumption growth between 2015 and 20301
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Increasing mobile growth
The number of unique mobile subscribers is expected to reach 5.9 billion (or 71% of the global population) by 2025, driven in large part by emerging markets2
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Shifting infrastructure investment
Nearly two-thirds of global infrastructure investment though 2035 will be in emerging economies3
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Sources: 1 McKinsey Global Institute, March 2016. 2 Source: GSMA – The Mobile Economy 2018 3 McKinsey Global Institute, October 2017. Projections are offered as opinion and are not reflective of potential performance. Projections are not guaranteed and actual events or results may differ materially.
Over the past 15 years, emerging market (EM) equities have experienced strong performance. And through a combination of demographic advantages, local market trends and increased index diversification, they may be poised to continue performing well.
While much of the developed world contends with aging societies, emerging markets tend to be younger. Many are home to growing working-age populations, which bodes well for their labor pools and consumer spending. Additionally, increasing middle class wealth and the pace of urbanization in these areas should power global spending for years to come.
Corporate governance standards are also improving, which could bolster investor confidence.
