Next stop, dishwashers | FT Alphaville: "Okay, don’t just think ‘Oh, Goldman are trying to wring a few last drops of revenue from the EM story…”
The fair thesis here is that while the demand for commodities such as wheat and copper from emerging markets may have peaked, when it comes to consumer durables we still have plenty way to go.
Kamakshya Trivedi and team at Goldman are trying to give a sense of where different countries stand on this “Ladder of Spending,” using 2012 data.
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'via Blog this'
The fair thesis here is that while the demand for commodities such as wheat and copper from emerging markets may have peaked, when it comes to consumer durables we still have plenty way to go.
Kamakshya Trivedi and team at Goldman are trying to give a sense of where different countries stand on this “Ladder of Spending,” using 2012 data.
'via Blog this'
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