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The potential India and China offer to Investors in the Consumption Sector.

Hello there, given how well our clients from the financial services use Zepto to analyze the financial markets, we decided to start a new series of blogs where we can share some of these valuable research insights they come up on a weekly basis. These reports might be relevant or not at all, but the goal here is to share the knowledge with everyone.

The report below was shared by a Business Analyst at Argent Capital, where he used Zepto to analyze the data from the World Bank and A.T. Kearney to see if there are any interesting data insights in financial markets.

While we are quite busy thinking when the next financial crisis might hit & ponder on the high global leverage levels, we at times miss appreciating the bigger picture of what companies can offer in the long run.

As for A.T Kearney, the global spending on Goods & Services is expected to increase by 43% that’s $12 trillion between 2010 to 2020 as shown in figure 1.

China’s Per Capita GDP vs Consumer Spending
Figure 1

And the biggest opportunity will be seen in emerging economies like Asia and Africa, particularly from China and India which is shown in the figures 2 & 3 below.

China’s Per Capita GDP vs Consumer Spending
Figure 2
India’s Per Capita GDP vs Consumer Spending
Figure 3
China Vs India
Figure 4

As the per capita GDP increases in countries such as China & India consumer spending also poised grow at an even higher rate. Which is already visible in China and yet to observe in India.


Charaka Janitha Mahage– Business Analyst Argent Capital