Slide 1
Invasion of Global Brands
The Opportunity
Speed – leaders who act fast
Wild Cards will dominate à 2020
Sovereign Wealth Funds
The future will be shaped by
emotion
Some Complex Growth Factors
1 billion children in Africa
and Asia will soon be consumers and workers
Europe
Dying
Hidden Growth: Remittances
Catching up on 30-100 years
Big Cities Have Great Future
China – 23 million people a
year à cities
500m à 800m by 2020
Construction Boom
China = 40% world’s cement
Infrastructure is an issue
eg
transport / air quality in big cities
Some Realities of Daily Life
Slide 18
The race to secure
commodities
Africa – 30% of world’s
growth in oil use will be provided
Slide 21
One of world’s most
cost-efficient aluminium and copper producers.
Hindalco = Fortune 500 Company.
Largest aluminium rolling company No. 1 in viscose staple fibre. • The
3rd largest producer of insulators. • The 4th largest producer of carbon black.
• The 11th largest cement producer globally
"$4bn turnover"
WHY “OLD” OUTSOURCING STORY
IN INDIA NEARLY OVER
Business / Knowledge Process Outsourcing
"54 million subscribers
across Africa..."
Huge economic impact in
Africa, Middle East and Asia of mobile phones
Hundred Million
Micro-Enterprises
"53"
Expect 70% of economic
growth in many emerging economies to come from family-owned businesses - less
than 20 employees
Micro-banking / Insurance
Retail Revolution in India
Expect 150,000 branded
stores in India alone by 2025
Onwards and Upwards
India Insurance Growth
Slide 36
Low Cost World of Shipping
Arrive from China full – return empty
Sustainability
Instability from growing gap
between rich and poor
Uganda cuts Nile water flow
by 33% to let Lake Victoria fill up - 2006
Making a Difference
The ultimate slogan for those investing
in emerging markets
Some Complex Growth Issues
Slides