Investment implications
- Emerging markets provide the ideal environments for new technologies and their adaptation.
- In countries with relatively underdeveloped brick-and-mortar retail as well as young, digitally connected consumers, much of the growth will likely occur online in the form of e-commerce, especially in second- and third-tier cities.
- Potential investment opportunities in fintech, whose rapid adoption across EMs is allowing consumers to bypass the inadequate brick-and-mortar footprint of legacy financial institutions.
Explore Other Megatrends 360° Themes
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Infrastructure to Support Growing CitiesCities across the globe are in need of both digital and real infrastructure replacement and innovation. Learn about the opportunities and challenges for investors.
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Leveraging Technology to Keep Agriculture Yields ResilientDue to ongoing climate change, weather volatility and growing populations, investors will need to leverage new technologies to maintain yields.
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Rising Cross-Country CorrelationsMegatrends 360 - Rising cross-country and markets correlations
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MT 360
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The securities referenced may or may not be held in the portfolio at the time of publication and, if such securities are held, no representation is being made that such securities will continue to be held.
