

EM to the core, Episode 3 – The emerging markets consumer
In episode 3 of ‘EM to the Core’ we focus on a key structural force: the emerging markets consumer. Portfolio manager Karnail Sangha of Robeco’s Emerging Markets Equity team discusses who these consumers are, how rising incomes and digital inclusion are transforming their spending patterns, and what sectors stand to benefit from this powerful, long-term growth trend.
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This information is for informational purposes only and should not be construed as an offer to sell or an invitation to buy any securities or products, nor as investment advice or recommendation. The contents of this document have not been reviewed by the Monetary Authority of Singapore (“MAS”). Robeco Singapore Private Limited holds a capital markets services license for fund management issued by the MAS and is subject to certain clientele restrictions under such license. An investment will involve a high degree of risk, and you should consider carefully whether an investment is suitable for you.




























