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Emerging Markets Consumer

Emerging Markets Consumer

5.04k followers22 symbols Watchlist by Motif Investing

Growing middle-class income could mean increased spending on consumer products and services in emerging markets.

Curated by Motif Investing


Emerging markets have 70% of the world's population but account for only 35% of global GDP. That's about to change as increasing population growth and urbanization equals a growing middle class population in these countries. Consumer spending in developing countries is expected to grow three times faster than in developed nations, reaching $6 trillion by 2020.

This impending demographic shift could benefit companies that serve this new class of consumers, who will expand by 3 billion over the next two decades. With higher incomes, spending on necessities like food and apparel, as well as on discretionary items such as automobiles and travel, stands to grow in the long run. And that could drive outperforming growth for companies and provide a lift to a wide array of emerging market stocks. Still, there is no certainty within emerging markets, which carry unique risks to keep in mind, including political and economic risks.

How did we choose these stocks?

We identified US-listed stocks and American Depository Receipts of companies that are engaged in activities relevant to this watchlist's theme. We then filtered out companies that have a share price of less than $1.00 or a market capitalization less than $100 million, and excluded illiquid stocks by screening companies for liquidity i.e. average bid-ask spreads, dollar volume traded etc. Finally the proprietary Motif Optimization Engine determined the constituent stocks. Learn more about how we select our watchlists.

Who made these selections?

Motif is an online brokerage built on thematic portfolios of up to 30 stocks and ETFs. Founded in 2010 by Hardeep Walia, Motif combines complex proprietary algorithms with skilled advisers to develop these thematic portfolios. Learn more about our team.

How are these weighted?

First, we determined each company's percentage of total revenue derived from this watchlist's theme. Second, we applied a pure-play factor to give greater relative weight to companies that derive a higher percentage of their revenue from this theme. Finally, we weighted each company by its market capitalization adjusted for revenue exposure to the theme.

More details on how we build and weight watchlists are available here.


WatchlistChange today1-month return1-year returnTotal return
Emerging Markets Consumer-2.11%+236.58%-23.60%-0.24%

22 symbols

SymbolCompany nameLast priceChange% changeMarket timeVolumeAvg vol (3-month)Market cap
BABAAlibaba Group Holding Limited252.1-13.58-5.11%4:00 pm GMT-422.53M19.08M680.71B
KOThe Coca-Cola Company47.8+0.32+0.67%4:00 pm GMT-411.67M17.74M205.32B, Inc.62.06-2.85-4.39%4:00 pm GMT-414.10M14.72M97.44B
CLColgate-Palmolive Company76.24+0.38+0.50%4:00 pm GMT-42.97M3.89M65.37B
NTESNetEase, Inc.466.5-15.53-3.22%4:00 pm GMT-4710.99k923.44k64.19B
EDUNew Oriental Education & Technology Group Inc.140.87-6.73-4.56%4:00 pm GMT-4958.13k1.21M22.32B
YNDXYandex N.V.59.16-0.84-1.40%4:00 pm GMT-41.28M2.39M20.71B
VIPSVipshop Holdings Limited23.11-0.78-3.26%4:00 pm GMT-46.37M6.13M15.54B
HTHTHuazhu Group Limited35.28-0.70-1.95%4:00 pm GMT-4395.55k2.19M10.47B Inc.55.8+0.30+0.54%4:00 pm GMT-44.25M1.85M8.37B
TTMTata Motors Limited7.92+0.07+0.89%4:00 pm GMT-41.57M2.71M5.12B
TVGrupo Televisa, S.A.B.6.82+0.18+2.71%4:00 pm GMT-42.87M1.86M3.85B
LPLLG Display Co., Ltd.5.28-0.14-2.58%4:00 pm GMT-4196.05k429.78k3.70B
CBDCompanhia Brasileira de Distribuicao12.52-0.10-0.79%4:00 pm GMT-4679.32k476.43k3.36B
CROXCrocs, Inc.38.59+1.06+2.82%4:00 pm GMT-41.36M1.32M2.60B
MMYTMakeMyTrip Limited14.25-0.24-1.66%4:00 pm GMT-4381.58k411.79k1.47B
GOLGol Linhas Aereas Inteligentes S.A.6.55-0.36-5.21%4:00 pm GMT-4672.77k2.40M1.18B
TUPTupperware Brands Corporation14.98-0.16-1.06%4:00 pm GMT-41.25M4.13M735.78M
YRDYiren Digital Ltd.3.7-0.01-0.27%4:00 pm GMT-462.48k157.78k348.71M
JMEIJumei International Holding Limited19.93-0.01-0.05%4:02 pm GMT-481.88k81.88k227.59M Limited3.81-0.18-4.51%3:59 pm GMT-4196.66k64.98k163.83M
SFUNFang Holdings Limited13.13-0.19-1.43%3:59 pm GMT-45.33k19.14k117.83M
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