Fisher Investments on Consumer Staples > Staples in Emerging Markets

Fisher Investments on Consumer Staples: Consumer Staples in Emerging Markets

Renowned management consultant Peter Drucker emphasized the study of demographic trends—he called them the future that has already happened. And in few places are demographic trends more powerful or pertinent today than in emerging markets (EM) for the Consumer Staples sector. Fisher Investments finds while the sector generally consists of mature industries in the developed world, product penetration rates of core Consumer Staples items are much lower in emerging markets, opening potential market opportunities for firms with international distribution platforms.

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