One of the big drivers in the Emerging Markets is the Consumer Market
(rising middle class up to 2030)
Emerging Markets are currently trading at a much lower Price-Earnings-Ratio than the developed markets. As per June 2015 the Price-Book-Ratio is ca. 1.6 versus 2.3 in the other World-Indices (according to figures stated in the Austrian magazine "GEWINN" June-edition, 2015).
One of the main drivers of growth in the EM-Region ist the rising proporting of the Middle-Class. In the following chart it can be seen that this evolution made a significant step forward already in the year 2008:
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South Africa (since 1900 one of the world's most successful equity markets)
Today, South Africa has 90% of the world's platinum, 80% of its manganese, 75% of its chrome and 41% of its gold, as weel as vital deposits of diamonds, vanadium, and coal. As per 2015, South Africa is the largest ...