Emerging Markets to Frontier Markets

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Cabot Investors Conference 2013 www.cabot.net Emerging Markets to Frontier Markets Paul Goodwin Analyst, Cabot China & Emerging Markets Report [email protected]
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Emerging Markets to Frontier Markets. Paul Goodwin Analyst, Cabot China & Emerging Markets Report [email protected] Danger Everywhere You Look. What Are the Dangers?. Examples: Greek liquidity crisis Egyptian revolution China’s investor controls Inflation in Brazil Bureaucracy in India. - PowerPoint PPT Presentation

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Chart [email protected]
2004-2007
2007-Present
Cabot Investors Conference 2013
PGJ = China
Phoenix New Media (FENG)
Inc. 2007 in Beijing
Internet, mobile and TV
Market cap: $625 million
Cabot Investors Conference 2013
Social Networks—24%
Online Games—55%
Operating profit up 37.1%
???
Market cap HKD67 billion ($8.7 billion)
17% owned by Yahoo!
Cabot Investors Conference 2013
AliExpress—Global consumer marketplace
Taobao.com—C2C shopping destination
Tmall.com—Online brand-name shopping
Alibaba Cloud Computing—Just like Amazon
Alipay—Just like Paypal
Cabot Investors Conference 2013