Emerging Markets Equity
The Disruption of Fintech Across Emerging MarketsAngus Shillington, Deputy Portfolio ManagerDavid Semple, Portfolio Manager, Emerging Markets Equity StrategyOksana Miller, Product ManagerDecember 15, 2020
The emergence of COVID-19 introduced major changes in consumer behavior, implicit in unprecedented adoption and integration of digitization across sectors and regions in emerging markets around the world. As the year unfolded, an acceleration of stay-at-home behavior took off, emphasizing the impactful shift to digitization across industries and sectors, inherent in fintech, telecoms, e-commerce, healthtech, online food delivery and video gaming, among others.
As a result of higher online penetration, nearly $2 trillion (in USD) of value is estimated to be transferred from offline to online, further solidifying the role of digitization in the future of global growth. Given the scale and platform of digitization and its impact, the rise of fintech in emerging markets provides the rationale for continued investment in innovative and disruptive companies as a long-term, sustainable and structural growth theme. In this white paper, Harnessing Growth: The Disruption of Fintech across Emerging Markets, we take an in-depth look at the investment case for fintech in emerging markets.
- Structural growth of digitization in emerging markets.
- How COVID-19 has accelerated the digital engine, with fintech as the driver.
- Why emerging markets are so fintech fertile.
- Digitization as the next pillar of emerging markets growth.
- How to access innovative and disruptive companies across emerging markets.
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