To paraphrase an old expression, you can lay 100 financial analysts end to end and still not reach a conclusion. But a quick scan of the recent news about emerging market economies leads to a strong sense that investor interest in these places is getting stronger. Can multinationals entering these markets be far behind? Moreover, behind the mere ‘sense’ that things are heating up, there are real numbers. Here’s what we learn from this ‘Investor Sentiment’ item just out today:
…Asia ex-Japan, global and the geographically diversified global emerging markets equity funds posted solid inflows, as did Latin America equity and commodities sector funds… At the country and regional level, Brazil, China and Germany stood out.
Improved economies in emerging markets are going to lead to stronger product demand. The products will have to be labeled, and as GS1 continues to strengthen worldwide, it is more and more likely a multinational will have to be GS1 ready to enter. If I were a mutlinational products company, I would be very, very worried my competitors could get there ahead of me primarily because they get the label issue licked first.