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the EM “catch up” themes to
watch
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As the income gap with developed world peers
narrows and aspirational consumer values converge, the emerging market middle
class will be able and willing to pay for better education, health, housing, and
infrastructure. These ‘public’ industries represent the most dynamic areas of
the developing world – the new emerging markets to watch in 2015 and
beyond.
迎接“新的”新興市場
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隨着與發達國家收入差距縮小，隨着志向遠大的消費者價值觀趨同，新興市場的中産階層將有能力、也願意為更好的教育、醫療保健、住房和基礎設施付費。這些“公共”行業代表着發展中世界最具活力的領域，是值得在2015年乃至之後多年密切關注的“新的”新興市場。
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