• The Emerging Markets Consumer

  • Apr 30 2024
  • Length: 23 mins
  • Podcast

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The Emerging Markets Consumer

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  • Summary

  • In the third episode of 'Insiders and Outliers', Carlos Hardenberg, Founder and Portfolio Manager of MCP, provides insights into the transformation of the emerging market consumer during his two decades of investing in emerging markets. He discusses the rise of e-commerce, changing consumer behaviour, the latest trends and opportunities for investors. Household incomes in selected countries have quadrupled over the past two decades, pointing to profound socio-economic changes and sustained GDP growth outpacing developed markets.

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