Velké přivření očí

CHICAGO – Světový růst v příštích několika letech patrně zůstane přiškrcený, přičemž průmyslové země se budou lopotit s ozdravováním bilancí domácností i vlád a rozvíjející se trhy si budou odvykat od poptávky průmyslových zemí. Zatímco tento úklid po Velké recesi pokračuje, jedna věc už je jasná: zdrojem globální poptávky se v budoucnu stanou miliardy spotřebitelů v Africe, Číně a Indii. Aktivace této poptávky však bude potřebovat čas, neboť to, co se dnes po celém světě vyrábí pro spotřebitele v průmyslových zemích, nelze jednoduše odeslat spotřebitelům na rozvíjejících se trzích, zejména těm chudším z nich ne.

Chceme-li hovořit o miliardách nových spotřebitelů, nikoli o desítkách milionů těch, kdo mají příjmy srovnatelné se středními třídami v průmyslových zemích, musíme si uvědomit, že mnoho spotřebitelů na rozvíjejících se trzích má mnohem nižší příjmy než spotřebitelé v průmyslových zemích a že žijí ve zcela odlišných podmínkách. Mají jiné potřeby a producenti po celém světě je až donedávna povětšinou ignorovali.

Časy se ale mění. Producenti se čím dál silněji zaměřují na lidi, kteří sice nejsou až na dně příjmové pyramidy, ale tvoří nesmírně početnou skupinu poblíž základny.

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