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Thinkers50 Podcast: Anil Gupta and the Emerging Market Story

For this week’s Thinkers50 podcast, Anil Gupta talks about his research in the emerging market story. He poses the question, “Is the emerging market story over or where is it headed?”

Key items that Gupta discusses are:

  • 2015 is the 5th consecutive year that emerging markets has slowed.
  • The underlying structure for newly emerging economies now requires a population that is young (and they are increasingly more informed and urban) and the role of the state is getting weaker.
  • Takeaways for companies: protect and defend your position in emerging markets, don’t bet on any single emerging market, play the long game, build deep knowledge, and watch your back.

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