July 2008
expected to grow by
resources, energy
and materials sectors
IT, consumer
and financial sectors
July 2018
2017
EM citizens shifted online
contribution to MSCI EM index
EM became less dependent on exports to developed markets
EM saw an
increase in
working age
people
EM saw an increase in
working age people
Emerging Asia to see estimated CAGR in cashless payments of
As developed markets aged, working age populations in EM massively expanded
between 2017 and 2023
extra
EM manufacturers automated
and moved up the value chain
2007
2018
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people of
working age
between 2015 and 2020
Emerging Asia is estimated
to account for
cashless payments globally
by 2020
EM urbanized.
Rapidly
EM’s middle class has grown
1998
EM consumers upped their
spending on premium brands
EM urbanized. Rapidly
EM share of World GDP
in EM, people moved to cities -
mostly in Asia
EM
MSCI EM weight in MSCI ACWI
in 2016
The shift to cashless societies got underway in EM
people moved to EM cities between 2007 and 2017
The shift to cashless societies
got underway in EM
Cashless payments in Emerging
Asia - driven by China and India -
are growing rapidly
China took the lead
2015
creating a user base 5x the size of the population of the US
citizens got online
between 2007 and 2017
(‘000s estimated)
EM citizens
shifted online
installed robots estimated by 2020
EM share of global economy increased
EM’s middle
class has grown
% is the value of the MSCI EM index
EM consumers upped their spending on premium brands
EM became less dependent
on exports to developed
markets
IT, consumer and financial sectors became dominant
but remained under-represented in global indices
BMW and Mercedes-Benz saw increased sales in China
EM countries trade more with each
other than with developed markets
10 years
10 transformations
EM exports to other EM
as % of total exports
IT, consumer and financial sectors
became dominant
EM is no longer a commodities and resources story
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Enabler v1.1
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As developed markets aged, working
age populations in EM massively
expanded
EM citizens shifted online
EM share of global
economy increased
EM countries trade more with each other than with developed markets
Click on the title to learn more
As developed markets aged, working age populations
in EM massively expanded
EM saw an increase in working age people
EM saw an increase
in working age people
The shift to cashless societies got underway in EM
Cashless payments in Emerging Asia - driven by China and India -
are growing rapidly
EM became less dependent on exports
to developed markets
Click on the title to learn more
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