"The biggest growth opportunity in the history of capitalism" -McKinsey & Co.

1. Emerging Markets
“The biggest growth opportunity in the
history of capitalism,” -McKinsey & Co.
Critical Mission Partners
Get There Faster
1

2. The Landscape
Critical Mission Partners
Get There Faster
2
Emerging Markets
The World is Changing

3. Emerging Markets- The Biggest Growth
Opportunity in the History of Capitalism
2015 was a difficult year for Emerging Markets.
With a projected $540 billion in capital fleeing these
markets, 2015 is the first year since 1988 that there
has been a net outflow of capital from Emerging
Markets. c
Critical Mission Partners
Get There Faster
3
Emerging Markets
The World is Changing

4. Critical Mission Partners
Get There Faster
4
Emerging Markets
The World is Changing
Net Outflows For First Time Since 1989

5. Yet Growth Drivers Remain Strong
Critical Mission Partners
Get There Faster
5
Despite this, the mid to long term fundamentals for Emerging
Markets remain compelling.
The combination of strong population growth and the largest
emerging consumer class that the world has ever seen will continue
to drive Emerging Markets (after economic corrections in the short
term).
McKinsey & Co. calls this, “the $30 trillion — the
biggest growth opportunity in the history of
capitalism”.
http://www.mckinsey.com/insights/strategy/winning_the_30_trillion_decathlon_
going_for_gold_in_emerging_markets
Emerging Markets
The World is Changing

6. Emerging Markets
The World is Changing
Critical Mission Partners
Get There Faster
6
Population Growth Mostly in Emerging Markets.

7. Critical Mission Partners
Get There Faster
7
Emerging Markets
The World is Changing
Population Growth Mostly in Emerging Markets.

8. Critical Mission Partners
Get There Faster
8
GDP Growth Greater in Emerging Markets
Emerging Markets
The World is Changing

9. Critical Mission Partners
Get There Faster
9
Emerging Markets Set to Become World Leaders
Emerging Markets
The World is Changing

10. Critical Mission Partners
Get There Faster
10
Emerging Markets Set to Become World Leaders
Emerging Markets
The World is Changing

11. Critical Mission Partners
Get There Faster
11
Emerging Markets Set to Become World Leaders
Emerging Markets
The World is Changing

12. Critical Mission Partners
Get There Faster
12
Emerging Markets Set to Become World Leaders
Example: Look at Nigeria, Pakistan, Philippines, Bangladesh & Vietnam!
Emerging Markets
The World is Changing

13. Critical Mission Partners
Get There Faster
13
Emerging markets have accounted for 75 percent of the world GDP
growth since 2009.
Emerging Markets
The World is Changing

14. Critical Mission Partners
Get There Faster
14
Emerging Market GDP Surpasses Developed World’s GDP
Emerging Markets
The World is Changing

15. Critical Mission Partners
Get There Faster
15
Resulting in a Middle Class that is Far Larger in Emerging Markets
than in the Developed World
Emerging Markets
The World is Changing

16. Critical Mission Partners
Get There Faster
16
Historically, Emerging Markets Have Offered Better Returns (but
more volatility)
Emerging Markets
The World is Changing

17. Critical Mission Partners
Get There Faster
17
Dramatic Change Will Continue
Emerging Markets
The World is Changing
Dubai

18. Critical Mission Partners
Get There Faster
18
Dramatic Change Will Continue
Emerging Markets
The World is Changing
Shanghai 1990-2013

19. Critical Mission Partners
Get There Faster
19
Dramatic Change Will Continue
Emerging Markets
The World is Changing
Cancun, Mexico

20. •Investor Relations
•Capital Advisory
•Joint Ventures
•Business Development
By Size, Specialty and Location
4Q 2015
Critical Mission Partners
Get There Faster
20
Contact us for references and sources
info@criticalmissionconsulting.com
Thank You