Emerging Economies - Thematic Research

Emerging Economies - Thematic Research

Summary

This report looks at the importance of “emerging markets” as a theme driving the growth of companies in the automotive sector. Of the 11 countries assessed in this report, Indonesia represents the best chance of delivering rapid industrial and market development in automotive.

Scope

This report is part of our ecosystem of thematic investment research reports, supported by our “thematic engine”.

  • About our Thematic Research Ecosystem
  • GlobalData has developed a unique thematic methodology for valuing technology, media and telecom companies based on their relative strength in the big investment themes that are impacting their industry. Whilst most investment research is underpinned by backwards looking company valuation models, GlobalData’s thematic methodology identifies which companies are best placed to succeed in a future filled with multiple disruptive threats.
  • To do this, GlobalData tracks the performance of the top 600 technology, media and telecom stocks against the 50 most important themes driving their earnings, generating 30,000 thematic scores. The algorithms in GlobalData’s “thematic engine” help to clearly identify the winners and losers within the TMT sector.
  • Our 600 TMT stocks are categorised into 18 sectors. Each sector scorecard has a thematic screen, a risk screen and a valuation screen. Our thematic research ecosystem has a three-tiered reporting structure: single theme, multi-theme and sector scorecard. This report is a Multi-Theme report, covering all stocks, all sectors and all themes, giving readers a strong sense of how everything fits together and how conflicting themes might interact with one another.
Reasons to buy
  • Our thematic investment research product, supported by our thematic engine, is aimed at senior (C-Suite) executives in the corporate world as well as institutional investors.
  • Corporations: Helps CEOs in all industries understand the disruptive threats to their competitive landscape
  • Investors: Helps fund managers focus their time on the most interesting investment opportunities in global TMT.
  • Our unique differentiator, compared to all our rival thematic research houses, is that our thematic engine has a proven track record of predicting winners and losers.


  • Executive summary
    • Players
  • Introduction
    • Introduction: the industrial development perspective in automotive
    • Introduction: levels of auto industry development for markets
    • Introduction: examples of national auto industry growth plans
    • Introduction: global industry reinforces importance of geography
    • Introduction: regional drivers to watch in the 2020s
    • Coverage
      • Table Asia-Pacific
      • Table Europe and Central Asia
      • Table Americas
      • Table Middle East and Africa
  • What makes emerging markets attractive?
    • Burgeoning population
    • Urbanization
    • Young and educated population
    • Emerging nations' growing share of global GDP
    • Growth in income levels across emerging economies
    • Improved ease of doing business
      • Table Countries with improved ease of doing business rank
    • Growing presence of Fortune 500 companies' in emerging nations
    • Emerging Economies Sectoral Contribution to GDP
    • FDI: Performance variable with investors easily spooked by economic headwinds
  • Markets to Watch
    • Emerging market rankings by key metrics
  • Analysis of major emerging economies
    • Emerging market overview
      • Table Emerging market cohort's potential
    • Brazil
      • Table Key Macroeconomic Forecasts
    • Russia
      • Table Key Macroeconomic Forecasts
    • South Africa
      • Table Key Macroeconomic Forecasts
    • Indonesia
      • Table Key Macroeconomic Forecasts
    • South Korea
      • Table Key Macroeconomic Forecasts
    • Mexico
      • Table Key Macroeconomic Forecasts
    • Turkey
      • Table Key Macroeconomic Forecasts
    • Argentina
      • Table Key Macroeconomic Forecasts
    • Poland
      • Table Key Macroeconomic Forecasts
    • Malaysia
      • Table Key Macroeconomic Forecasts
    • Thailand
      • Table Key Macroeconomic Forecasts
  • Key challenges
    • Political Instability
      • Table Percentile Rank for Political Stability and Absence of Violence/Terrorism
    • Inflation
    • Governance Risks
      • Table Overall World Governance Indicator (WGI) Risk Ratings
      • Table Countries with deterioration in ease of doing business rank
      • Table Percentile Rank for Control of Corruption
      • Table Percentile Rank for Rule of Law
    • Policy Framework
  • Outlook
    • Table Emerging economies to grow faster than developed economies owing to rapid developments and industrialization
  • Appendix
    • Global Country Risk Index – Methodology

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