Dean Rohrer

I Mercati Ancora Emergenti

SAN FRANCISCO – La turbolenza di oggi nei mercati azionari dei mercati emergenti ha scatenato un'ondata di necrologi per i loro miracoli di crescita degli ultimi decenni. Ma confondere oscillazioni a breve termine con un declino definitivo è un travisamento grave di quanto sta accadendo. L'ondata di industrializzazione e urbanizzazione che sta incrementando i redditi di milioni di persone nei paesi emergenti non ha fatto il suo corso.

In effetti, gli orsi pessimisti dei mercati emergenti non si accorgono di un nuovo pilota importante che sta garantendo la continuità della crescita di questi paesi: le loroaziende sempre più potenti e dinamiche. Le economie emergenti di oggi sono molto più di una raccolta di nuovi mercati di consumo e di un’offerta di lavoro abbondante (e sempre più qualificata) del lavoro. Essi sono anche la patria di migliaia di nuove imprese, molte delle quali stanno rapidamente diventando grandi leader mondiali nei loro settori.

Venti anni fa, chi avrebbe mai immaginato che il Tata Group di Mumbai sarebbe stato il più grande datore di lavoro industriale del settore privato nel Regno Unito; o che le aziende messicane Cemex e Bimbo sarebbero diventate i leader di mercato negli Stati Uniti nella produzione di cemento e di pane rispettivamente; o che la compagnia Lenovo con sede a Pechino sarebbe stata alla pari con Hewlett-Packard come il più grande venditore al mondo di personal computer? Inoltre, la trasformazione nel panorama economico mondiale è nelle sue fasi iniziali e dovrebbe sostenere la crescita dei mercati emergenti per gli anni a venire.

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