Millions of people access the internet for the first time every week. Most of them live in emerging markets. The tide is such, that the world will likely soon have one billion more internet users than it did half a decade ago. This is an opportunity that has the potential to result in tremendous amounts of value for investors. Our Robeco Next Digital Billion strategy aims to benefit from this trend.
It focuses on the companies best positioned to serve these populations of new internet users. These firms are providing a broadening range of services, offering innovative solutions to old problems. Doing so, they are unleashing new pockets of economic value, often creating markets that didn’t exist before. Local and regional champions are also increasingly challenging global tech giants’ dominance in emerging markets.
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