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Emerging Markets

 “The biggest growth opportunity in the history of capitalism,” -McKinsey & Co.

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The Landscape

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Emerging Markets The World is Changing

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Emerging Markets- The Biggest Growth Opportunity in the History of Capitalism

2015 was a difficult year for Emerging Markets.

With a projected $540 billion in capital fleeing these markets, 2015 is the first year since 1988 that there has been a net outflow of capital from Emerging Markets. c

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Emerging Markets The World is Changing

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Emerging Markets The World is Changing

Net Outflows For First Time Since 1989

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Yet Growth Drivers Remain Strong

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Despite this, the mid to long term fundamentals for Emerging Markets remain compelling.

The combination of strong population growth and the largest emerging consumer class that the world has ever seen will continue to drive Emerging Markets (after economic corrections in the short term).

McKinsey & Co. calls this, “the $30 trillion — the biggest growth opportunity in the history of capitalism”.http://www.mckinsey.com/insights/strategy/winning_the_30_trillion_decathlon_going_for_gold_in_emerging_markets

Emerging Markets The World is Changing

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Emerging Markets The World is Changing

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Population Growth Mostly in Emerging Markets.

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Emerging Markets The World is Changing

Population Growth Mostly in Emerging Markets.

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GDP Growth Greater in Emerging Markets

Emerging Markets The World is Changing

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Emerging Markets Set to Become World Leaders

Emerging Markets The World is Changing

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Emerging Markets Set to Become World Leaders

Emerging Markets The World is Changing

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Emerging Markets Set to Become World Leaders

Emerging Markets The World is Changing

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Emerging Markets Set to Become World LeadersExample: Look at Nigeria, Pakistan, Philippines, Bangladesh & Vietnam!

Emerging Markets The World is Changing

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Emerging markets have accounted for 75 percent of the world GDP growth since 2009.

Emerging Markets The World is Changing

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Emerging Market GDP Surpasses Developed World’s GDP

Emerging Markets The World is Changing

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Resulting in a Middle Class that is Far Larger in Emerging Markets than in the Developed World

Emerging Markets The World is Changing

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Historically, Emerging Markets Have Offered Better Returns (but more volatility)

Emerging Markets The World is Changing

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Dramatic Change Will Continue

Emerging Markets The World is Changing

Dubai

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Dramatic Change Will Continue

Emerging Markets The World is Changing

Shanghai 1990-2013

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Dramatic Change Will Continue

Emerging Markets The World is Changing

Cancun, Mexico

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•Investor Relations•Capital Advisory•Joint Ventures

•Business Development

By Size, Specialty and Location

4Q 2015

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Contact us for references and sourcesinfo@criticalmissionconsulting.com

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