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Investing in the Emerging Market Consumer - Why Companies With Moats Are Poised for Excess Returns


Jan 20, 2016 11:15am ‐ Jan 20, 2016 12:30pm


Credits: None available.

Description

The appeal of emerging markets to consumer staples companies is understandable. Populations are expected to grow exponentially, urbanization and private investment are likely to create favorable disposable income tailwinds, and many regions feature a base of younger consumers with a lifetime of transactions ahead. By 2020 the number of middle-class consumers in emerging markets will likely exceed the U.S. and Europe combined. You will learn about five emerging markets: China, India, Latin America and Brazil, Central and Eastern Europe (including Russia), and Africa that consumer staples have made part of their longer term growth strategies. We will analyze the population growth potential of each region and the different wealth creation drivers, consumer industry structures and regulatory considerations. We will also review each market’s infrastructure needs and the go-to market strategies that companies can deploy when looking to enter or expand in a given region. Finally the session will provide insights on the types of companies that are most likely to be successful along with reasonable expectations of the investment time horizon required in these markets.

Speaker(s):

  • RJ Hottovy, CFA, Global Director of Consumer Equity Research and Senior Restaurant and Retail Analyst, Morningstar

Credits

  • 0.00 - Specialized Knowledge & Application

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