The Emerging Markets Consumer

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Insiders and Outliers - MCP on Emerging Markets

Mobius Capital Partners

7 episodes

7 months ago

In 'Insiders and Outliers - MCP on Emerging Markets' portfolio manager, Carlos von Hardenberg, shares his expert opinions and in-depth analysis on some of the most interesting and challenging topics shaping the future of emerging markets.

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Hosted on Acast. See acast.com/privacy for more information.

The Emerging Markets Consumer

Insiders and Outliers - MCP on Emerging Markets

23 minutes 16 seconds

1 year ago

The Emerging Markets Consumer

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.

Hosted on Acast. See acast.com/privacy for more information.