Trend Radar 2008: Emerging Markets
Check other articles in the series...This morning, as I was doing the HP piece, it struck me how big an impact Emerging Markets are having on companies right now!
“HP has done well globally, a strong reason for it to be unfazed by the slowing US economy. In 2007, 67% of its total revenue was from outside the US. In the fourth quarter, Asia-Pacific grew by 20%, EMEA by 19% and Americas was up by 10%. BRIC countries grew 37% y-o-y in Q4 and accounted for 9% of total revenue.” Wow!
We’re also seeing interesting companies gaining critical mass in the Emerging Markets. I have covered Mercado Libre from Latin America, Naukri from India, and others. All are good examples of these markets becoming real markets, not just offshore manufacturing, development, or back-office facilities.
This is where I find Cisco’s emerging market weakness a matter of concern.
In 2008, there is likely to be a great deal more concept arbitrage in all of the emerging markets, especially those flushed with venture capital like India and China.
This segment is part 10 in a 13 part series Turnarounds →
Jump to part: The Convergence Device Movement, Device Usability, Miniaturization, Simplicity in Design, SaaS in the Enterprise, SaaS in SME, SaaS Impact on IT Infrastructure, Offshoring, Verticalization Everywhere, Emerging Markets, Turnarounds, Edutainment, Financing, Roll-Ups, and Acquisitions
[…] Enterprise, SaaS in SME, SaaS Impact on IT Infrastructure, Offshoring, Verticalization Everywhere, Emerging Markets, Turnarounds, Edutainment, Financing, Roll-Ups, and AcquisitionsFor many years, I have worked with […]
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