Substantial growth in emerging and developing markets Share of world - - PowerPoint PPT Presentation

▶

Sep 20, 2022 233 likes •353 views

Substantial growth in emerging and developing markets Share of world GDP (%), based on purchasing power parity (PPP) Percent 65 60 Advanced economies 55 50 45 Developing economies 40 35 30 1998 2000 2002 2004 2006 2008 2010 2012

SLIDE 1

#MIGlobal

Substantial growth in emerging and developing markets

Share of world GDP (%), based on purchasing power parity (PPP) 30 35 40 45 50 55 60 65 1998 2000 2002 2004 2006 2008 2010 2012 2014 2016 2018 2020 Advanced economies Developing economies

Source: International Monetary Fund Apr 2015.

Percent

SLIDE 2

#MIGlobal

2001 - 2010

11.1% 10.5% 10.3% 8.9% 8.4% 8.2% 7.9% 7.9% 7.7% 7.6% Angola China Myanmar Nigeria Ethiopia Kazakhstan Chad Mozambique Cambodia Rwanda

2011 - 2020

8.8% 8.2% 7.8% 7.6% 7.2% 7.2% 7.1% 7.1% 7.0% 7.0% Ethiopia Mozambique Myanmar Congo, D.R. Cambodia Rwanda India Uzbekistan China Tanzania

Source: International Monetary Fund Apr 2015.

Annual average GDP growth

World’s fastest growing economies

Countries with population > 10 million

SLIDE 3

#MIGlobal

Global growth forecasts

Key countries/regions, 2014-2020 1 2 3 4 5 6 7

Developing Asia Sub-Saharan Africa MENA United States Latin America EU Japan

Percent

Source: International Monetary Fund Apr 2015.

SLIDE 4

#MIGlobal

FDI to Sub-Saharan Africa – a six-fold increase since 2000

5 10 15 20 25 30 35 40 45 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 US$ billions

Source: UNCTAD Apr 2015.

SLIDE 5

#MIGlobal

Market capitalization of Sub-Saharan Africa firms has tripled since 2000

100 200 300 400 500 600 700 800 2000 2013 US$ billions

Source: World Bank Apr 2015.

SLIDE 6

#MIGlobal

Market capitalization of listed Sub-Saharan African firms

Selected countries

10 20 30 40 50 60 Nigeria Kenya Mauritius Botswana Zimbabwe Zambia Ghana Malawi US$ billions

South Africa = $534 billion

Source: Bloomberg, April 13, 2015. Note: Values do not include ETFs and ADRs.

SLIDE 7

#MIGlobal

10 20 30 40 50 60 70 80 Developing Asia Developing Europe Latin America South Asia Sub-Saharan Africa Developing Middle East Percent

Source: World Bank Global Financial Inclusion Database.

Sub-Saharan Africans still under-banked

Percentage of adults with an account at a financial institution, 2014

SLIDE 8

#MIGlobal

5 10 15 20 25 Energy Metals Grains Fats and

Other food Beverages Raw materials Fertilizers Precious metals Percent

Source: World Bank Commodity Market Outlook Jan 2015.

Commodity prices are falling and are expected to drop further

Percent change 2013 to 2014

SLIDE 9

#MIGlobal

Annual infrastructure financing gap of $48 billion

10 20 30 40 50 60 70 80 90 100 Actual Estimated Investment Total Needed US$ Billions

Source: InfrastructureAfrica.org.

SLIDE 10

#MIGlobal

Source: Bloomberg. Note: Cash and marketable securities.

15 61 23 15 22 7 25 8 8 155 138 90 65 52 45 33 14 14 20 40 60 80 100 120 140 160 Apple +909% GE +126% Microsoft +285% Google +323% Cisco +134% Oracle +537% Pfizer +31% Chevron +79% Merck +74%

Q4 2007 Q4 2014

US$ billion

Increase in U.S. corporate cash balances

SLIDE 11

#MIGlobal

Africa’s share of the world’s population is rising

Source: Population Resource Bureau.

#MIGlobal

Substantial growth in emerging and developing markets

Share of world GDP (%), based on purchasing power parity (PPP) 30 35 40 45 50 55 60 65 1998 2000 2002 2004 2006 2008 2010 2012 2014 2016 2018 2020 Advanced economies Developing economies

Percent

#MIGlobal

2001 - 2010

11.1% 10.5% 10.3% 8.9% 8.4% 8.2% 7.9% 7.9% 7.7% 7.6% Angola China Myanmar Nigeria Ethiopia Kazakhstan Chad Mozambique Cambodia Rwanda

2011 - 2020

8.8% 8.2% 7.8% 7.6% 7.2% 7.2% 7.1% 7.1% 7.0% 7.0% Ethiopia Mozambique Myanmar Congo, D.R. Cambodia Rwanda India Uzbekistan China Tanzania

Annual average GDP growth

World’s fastest growing economies

Countries with population > 10 million

#MIGlobal

Global growth forecasts

Key countries/regions, 2014-2020 1 2 3 4 5 6 7

Developing Asia Sub-Saharan Africa MENA United States Latin America EU Japan

Percent

#MIGlobal

FDI to Sub-Saharan Africa – a six-fold increase since 2000

5 10 15 20 25 30 35 40 45 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 US$ billions

#MIGlobal

Market capitalization of Sub-Saharan Africa firms has tripled since 2000

100 200 300 400 500 600 700 800 2000 2013 US$ billions

#MIGlobal

Market capitalization of listed Sub-Saharan African firms

Selected countries

10 20 30 40 50 60 Nigeria Kenya Mauritius Botswana Zimbabwe Zambia Ghana Malawi US$ billions

South Africa = $534 billion

#MIGlobal

10 20 30 40 50 60 70 80 Developing Asia Developing Europe Latin America South Asia Sub-Saharan Africa Developing Middle East Percent

Sub-Saharan Africans still under-banked

Percentage of adults with an account at a financial institution, 2014

#MIGlobal

5 10 15 20 25 Energy Metals Grains Fats and

Other food Beverages Raw materials Fertilizers Precious metals Percent

Commodity prices are falling and are expected to drop further

Percent change 2013 to 2014

#MIGlobal

Annual infrastructure financing gap of $48 billion

10 20 30 40 50 60 70 80 90 100 Actual Estimated Investment Total Needed US$ Billions

#MIGlobal

15 61 23 15 22 7 25 8 8 155 138 90 65 52 45 33 14 14 20 40 60 80 100 120 140 160 Apple +909% GE +126% Microsoft +285% Google +323% Cisco +134% Oracle +537% Pfizer +31% Chevron +79% Merck +74%

Q4 2007 Q4 2014

US$ billion

Increase in U.S. corporate cash balances

#MIGlobal

Africa’s share of the world’s population is rising

5 10 15 20 25 Africa India China Latin America Europe North America Percent 2010 2050 1980