各让一步

芝加哥——

在未来的几年内,随着工业化国家艰难地修复家庭和政府的资产负债表以及新兴市场国家摆脱对工业化国家需求的依赖,全球经济增长速度很可能是缓慢的。 随着这种“大衰退”后的清理工作继续进行,有一点是显而易见的:将来全球需求将会来自非洲、中国、印度数以亿计的消费者。但是激活这种需求尚需时日,因为新兴市场国家的消费者无力购买当前世界各地为工业化国家消费者生产的产品,尤其是那些较贫困的新兴市场国家的消费者。

如果我们想要着眼于这些数以亿计的新消费者,而不是数千万收入水平等同于发达国家中产阶级的消费者,那么我们必须认识到,许多新兴市场的消费者的收入比发达国家消费者要低许多,而且他们的生活条件也是十分迥异的。他们的需求与发达国家消费者不同,而世界各国的生产商此前一直忽视这种需求。

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