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CAPITALIZING ON A CHANGING WORLD Emerging Market Opportunities ROBERT T. LUTTS PRESIDENT, CHIEF INVESTMENT OFFICER Salem State College Enterprise Center April 1, 2010
A CHANGING WORLD “ It is not the strongest of the species that survives,  nor is it the most intelligent,  it is the one that is the most adaptable to change.”  –  Charles Darwin
THREE  CRITICAL GLOBAL CHANGES ,[object Object],[object Object],[object Object]
EMERGING MIDDLE CLASS  OF EMERGING MARKETS ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
HOW FAST IS CHINA GROWING? ,[object Object],[object Object],[object Object]
 
 
 
EXCEPTIONAL OPPORTUNITY  IN EMERGING ECONOMIES  Source: MacroMavens, June 2009 % of World Market Cap as a % of World  GDP United Kingdom 2.59% United States 2.08% Japan 1.69% Emerging Economies 0.25%
Cabot Money Management, Inc.  |  216 Essex Street  |  Salem, MA 01970  |  978.745.9233  |  www.eCabot.com
THE CHINA OPPORTUNITY ,[object Object],2007 Shanghai, China
Cabot Money Management, Inc.  |  216 Essex Street  |  Salem, MA 01970  |  978.745.9233  |  www.eCabot.com By 2020, Asia is expected to have more than 1.2 billion population with a GDP per capita greater than $5,000 USD.  This is five times the size of the US middle class!
CHINA: TOP SECTORS FOR GROWTH ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
CHINA: OPPORTUNITY AND RISK  ,[object Object],[object Object],[object Object],[object Object]
 
 
 
 
 
 
 
Brazil ,[object Object],[object Object],[object Object],[object Object]
Brazil: Challenges ,[object Object],[object Object],[object Object],[object Object]
Summary ,[object Object],[object Object],[object Object],[object Object]
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QUESTIONS Thank you for joining us today.

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Rob Lutts, Cabot Money Management

  • 1. CAPITALIZING ON A CHANGING WORLD Emerging Market Opportunities ROBERT T. LUTTS PRESIDENT, CHIEF INVESTMENT OFFICER Salem State College Enterprise Center April 1, 2010
  • 2. A CHANGING WORLD “ It is not the strongest of the species that survives, nor is it the most intelligent, it is the one that is the most adaptable to change.” – Charles Darwin
  • 3.
  • 4.
  • 5.
  • 6.  
  • 7.  
  • 8.  
  • 9. EXCEPTIONAL OPPORTUNITY IN EMERGING ECONOMIES Source: MacroMavens, June 2009 % of World Market Cap as a % of World GDP United Kingdom 2.59% United States 2.08% Japan 1.69% Emerging Economies 0.25%
  • 10. Cabot Money Management, Inc. | 216 Essex Street | Salem, MA 01970 | 978.745.9233 | www.eCabot.com
  • 11.
  • 12. Cabot Money Management, Inc. | 216 Essex Street | Salem, MA 01970 | 978.745.9233 | www.eCabot.com By 2020, Asia is expected to have more than 1.2 billion population with a GDP per capita greater than $5,000 USD. This is five times the size of the US middle class!
  • 13.
  • 14.
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  • 16.  
  • 17.  
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  • 19.  
  • 20.  
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  • 22.
  • 23.
  • 24.
  • 25.
  • 26. QUESTIONS Thank you for joining us today.