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About
Over two decades of experience creating investment solutions for China and Emerging Markets.
The Future of Consumption – Emerging Markets and the Digital Revolution
Summary: 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's Covered: - Learn what McKinsey & Company calls, “the biggest growth opportunity in the history of capitalism” - How the smartphone is capturing the growth of the Emerging Markets consumer sector - How the largest Emerging Market ETF’s are fundamentally flawed - Insights and key growth trends for some of the largest and fast
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