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Our new strategy

Next Digital Billion

The mobile wave in emerging markets: As hundreds of millions join the connected population every year, the ‘next digital billion’ is a metaphor for the future of the internet. This is an opportunity that will not only positively impact billions of people, but also has the potential to result in tremendous amount of value created for investors over the coming decades.

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  • Millions of people join the online ranks every week

    Millions of people join the online ranks every week

    This is mainly happening in emerging markets. In fact, many of these countries have now reached ‘internet critical mass’ to unleash the next wave of tech companies.
  • Local and regional internet champions are emerging

    Local and regional internet champions are emerging

    This is because technology is helping emerging markets leapfrog traditional development paths. Also, localized solutions are often required to be successful in these countries.
  • This is creating opportunities in emerging stock markets

    This is creating opportunities in emerging stock markets

    Companies established to serve the next digital billion of internet users are already starting to create substantial value in the form of market capitalization.

Discover our latest investment opportunity

The next digital billion: Surfing the massive wave of internet adoption

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Meet Paola, meet Kiara, meet Aasir

They have a story to tell... a story about a mobile wave... in emerging markets

Webinar Next Digital Billion

Our Next Digital Billion's portfolio managers present this new strategy and explain our approach.

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Related content

We regularly publish articles, videos and podcasts related to the next digital billion.

More insights

Related content

We regularly publish articles, videos and podcasts related to the next digital billion.

More insights
Podcast: The Next Digital Billion is here. Are investors prepared?
Podcast: The Next Digital Billion is here. Are investors prepared?
A fundamental shift is occurring in how and where the internet is used.
14-09-2021 | Podcast
The next digital billion: How internet adoption is boosting global growth
The next digital billion: How internet adoption is boosting global growth
Millions of people access the internet for the first time every week.
15-09-2021 | Insight

Our new investment opportunity - Next Digital Billion strategy

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