Emerging markets have been big drivers of global growth since the financial crisis. The confluence of three mega-trends could lead this pace to accelerate. One of the key drivers will be the widespread adoption of mobile technology. In some emerging markets it is as low as 5 per cent compared with 80 per cent in most of the developed world, populations will have access to information that can raise education levels, save lives and allow access to financial networks. The latter point alone, based on some estimates, could add USD3.7 trillion to emerging market GDP by 2025, 6 per cent higher than otherwise. Young growing populations in the emerging world will be the world’s new workers and consumers, transitioning into middle-class levels of incomes and start to demand products and services from the rest of the world. By 2025, 80 per cent of the world’s middle-class consumers will be in countries we currently refer to as emerging markets. This will be supported by urbanisation creating demand and employment in the short term but also raising potential growth further down the line.
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Three themes driving EM Growth
The opportunities and challenges from global urbanisation
25 September 2018
Fast-growing China to become the world’s largest economy while India jumps to No 3.
19 September 2018
Technology can reduce urban pollution, congestion and crime.
26 July 2018
Top three will account for 36 per cent of country's GDP.