Why EM are not Emerging II

Thursday, February 06, 2014 Francisco Carneiro 0 Comments

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EM consumers want the best and the best is in America & Germany. If you want to play EM you have to consider the big multinationals & the big Brands. This graph from the excellent Gave Kal research says it all. Profit growth in Emerging Market companies is lagging big time the growth of EM economies.

I rest my case

A previous entry on the same subject.






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