ACWI Economic Exposure Distribution Across Regions intro copy
Just 15 years ago, corporate revenues from emerging markets (EM) represented around 10% of global revenues. As many of these markets developed gradually and transitioned from low-end manufacturing to higher added value economic activity and domestic consumption, global corporate revenues generated in EM increased four-fold to over 40%. From a performance perspective, Indexes with economic exposure to EM outperformed the local benchmark, most of the time, based on the MSCI World, MSCI Europe and MSCI USA Indexes.
ACWI Economic Exposure Distribution Across Regions
Economic Exposure to Emerging Markets as Return Driver