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.