In this report, Fidelity International describes three demographic megatrends that could provide powerful tailwinds for a long-term investing strategy. Firstly, population growth continues unabated. After reaching 7 billion in 2011, we are on track to reach 8 billion in 2025 then 9 billion by 2050, with most of this coming from developing nations such as China, India, and Indonesia. The second megatrend is the rise of the emerging market consumer: the global middle class is projected to more than double to 1.2 billion by 2030, driving demand for discretionary products such as cars and phones. Thirdly, the ageing of the population, which is not just a developed nation phenomenon, is driving huge changes in healthcare industries. Fidelity examines these three themes in detail in this report and looks at two companies in healthcare and automobile manufacturing, which are positioned to benefit from these three demographic megatrends. Sign up here to receive a copy of the report and Fidelity’s regular investment insights from around the world. (VIEW LINK)
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