This spectacular rise in internet connectivity – mainly driven by the surge in mobile telecommunication – is radically transforming emerging markets, where most new joiners live. Combined with a lack of pre-existing offline commercial infrastructure, this trend is leading to exponential leaps in technology adoption and business model growth.
This is an opportunity. An opportunity which will not only positively impact millions of people, but has the potential to result in tremendous amounts of value for investors over the coming decades. Companies established to serve these populations of new internet users are now providing a broadening range of services that are developing innovative solutions to old problems.
These companies are unleashing new pockets of economic value, often creating markets that didn’t exist before.
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