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Emerging markets finalpresentation

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Emerging markets finalpresentation

  1. 1. Emerging Markets<br />Why they matter<br />History and definitions<br />
  2. 2. Emerging Markets<br />Why they matter<br />Characteristics<br />
  3. 3. Emerging Markets<br />Why they matter<br />The Global Realignment<br />
  4. 4. Emerging Markets<br />Why they matter<br />Business and trade<br />
  5. 5. Emerging Markets<br />Why they matter<br />History and definitions<br />
  6. 6.
  7. 7. United Nations<br />History of Emerging Markets<br />MDCs (more-developed countries) <br />e.g. Canada, England, France, Netherlands Germany, USA<br />LDCs (less-developed countries) industrialized countries just entering world trade; most in Asia & Latin America<br />LLDCs (least-developed countries) industrially <br />underdeveloped, agrarian, rural populations; <br />little world trade; Most in Africa<br />
  8. 8. The World Bank<br />
  9. 9. Definition of an Emerging markets<br />
  10. 10. Where are these Emerging Markets?<br /> developed<br /> emerging<br />
  11. 11. How many emerging markets are there?<br />Depends who you ask?<br />MSCI (Morgan Stanley) identifies 52 Emerging Markets.<br />The Economist has 24 countries on their Emerging Markets list.<br />Dow-Jones has 35 countries on their Emerging Markets list.<br />
  12. 12. Emerging Markets - 45<br />
  13. 13. Emerging Markets – Top 45<br />
  14. 14. Emerging Markets<br />
  15. 15. Emerging Markets<br />
  16. 16. Emerging Markets<br />Why they matter<br />Characteristics<br />
  17. 17. Emerging Markets Population<br /> developed<br /> emerging<br />
  18. 18. The land area!<br /> developed<br /> emerging<br />
  19. 19.
  20. 20.
  21. 21.
  22. 22. Politics and Governments <br />Democracy in Russia ?<br />
  23. 23. 5.5 trillion $ in reserves<br />
  24. 24. PIGS?<br />
  25. 25. Young workforce<br />A young and welleducatedworkforce<br />LeapfroggingAhead<br />
  26. 26.
  27. 27. Emerging Markets Population<br />
  28. 28.
  29. 29.
  30. 30. Emerging Markets<br />Why they matter<br />The Global Realignment<br />
  31. 31.
  32. 32.
  33. 33. GDP in 2050<br />
  34. 34. CANKUN FACTORY, XIAMEN CITY (R) coffeemakers / irons<br />By 2030-2035, the combined GDP of emerging markets<br /> will overtake that of currently mature economies <br />Goldman Sachs estimates that the four largest emerging markets (known as BRICs – China, Brazil, India and Russia) will overtake the G7 (US, Japan, Germany, France, UK, Italy and Canada) by 2040.<br />By 2027, it’s estimated that China’s economy will be <br />the largest in the World. Currently number two after USA.<br />By 2050, the emerging markets, in aggregate, will be <br />nearly twice as large as the current developed economies.<br />
  35. 35. CANKUN FACTORY, XIAMEN CITY (R) coffeemakers / irons<br />Emerging markets will account for 70% of world’s total growth in next 10 years and beyond.<br />Emerging markets will account for 70% of world’s total growth in next 10 years and beyond.<br />
  36. 36. The creation of more than two billion new consumers<br />
  37. 37. Realignment of Global Economies<br />Samsung (Korea) – powerful global brand, effectively rivals Sony, R&D budget larger than Intel<br />Embraer (Brazil) – premier producer of regional jets<br />CEMEX (Mexico) – largest cement company in US, second largest in UK, third largest globally<br />Gazprom (Russia) – oil reserves larger than all the oil majors combined, principal supplier of gas to Europe<br />Inbev (Brazil/Belgium) – CEO is Brazilian, world’s largest beer company, <br />Most computers made and designed in Taiwan and China.<br />Most advice on how to fix computers comes from India.<br />R&D centers – pharma companies India, GE health-care arm spent $50 mm to build R&D center in India, Cisco spent over $1B on a 2nd global HQ in India, Microsoft’s R& D center in Beijing is its largest outside of US<br />New inventions in consumer electronics and wireless technology emanating from Asia.<br />Inventions and technology on the rise in emerging markets<br />
  38. 38. Emerging Markets Gaining in Political Influence<br />In 2009, the G20 permanently replaced G8 as the main economic council of wealthy nations<br />
  39. 39.
  40. 40. Emerging Markets<br />Why they matter<br />Business and trade<br />
  41. 41. Who cares about Emerging Markets?<br />Strong economic growth disposable income <br />
  42. 42. PG Currently operates in more than 100 countries<br />Americans and Europeans spend around 110 euro /year/capita <br />on PG products vs. 12 euro globally.<br />In Mexico consumption is 20 euro/year/capita <br />vs. less than 4 euro in China and less than 2 euro in India.<br />Goal is to get China and India consumption to Mexico’s level of consumption. <br /> If they do, that’s another 40 billion euro in sales.<br />
  43. 43. GLOBALIZATION<br />Globalization is by many seen as inevitable & controversial <br />Some win Some Lose<br />Fear for diluting of local cultures<br />Reaction such as protectionism pop up<br />
  44. 44.                                <br />ProtectionismThe US vs Brazil cotton war<br />US cotton farmers get gov’t subsidies.<br />These subsidies are illegal, by WTO rules.<br />Brazil filed complaint & won. <br />US kept paying cotton farmers.<br />Now US pays Brazilian farmers too.<br />
  45. 45. Google versus China<br />
  46. 46. OtherObstacles<br />Other Obstacles<br />Political instability<br />Legal framework<br />Restrictions on foreign investment<br />Investment – disclosure, ownership, minority shareholder culture<br />Varying levels of corruption <br />Political instability and legal structure<br />Restrictions on foreign investment and ownership<br />Corruption<br />undervalued exchange rates<br />
  47. 47. DO YOU SEE THEM AS AN OPPURTUNITY OR AS A THREAT ?<br />
  48. 48. Emerging Markets Gaining in Political Influence<br />Get to know them<br />
  49. 49. Protests against Globalisation and Institutions<br />
  50. 50. <ul><li>R.J.Siebenga@hva.nl or blog me</li>

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