This map isnโt just a visual – itโs a signal of where future growth lies.
Over the past few years, geopolitical shifts, supply chain realignments, & the rise of new consumer classes have been redrawing the global business map.
It forces global leaders to rethink their strategies: ๐ฐ ๐ฏ๐ถ๐น๐น๐ถ๐ผ๐ป ๐ฝ๐ฒ๐ผ๐ฝ๐น๐ฒ ๐ฐ๐ผ๐ป๐ฐ๐ฒ๐ป๐๐ฟ๐ฎ๐๐ฒ๐ฑ ๐ถ๐ป ๐ฎ ๐๐น๐ถ๐ฐ๐ฒ ๐ผ๐ณ ๐๐๐ถ๐ฎ.
Itโs a reminder that Asia isnโt just part of the global economy – demographically, it IS the global economy.
โถ๏ธ Were you fully aware of this fact?
โฉ I wasn’t. I couldn’t believe it until I took out the calculator & added up the population numbers of those countries in yellow.
It’s true.
What’s your takeaway from this?
Ok, now you might say that population numbers don’t equal economic power and/or stock market capitalization.
GDP is a commonly used, although flawed, yardstick to measure economic strength.
Those 20 countries highlighted in yellow currently contribute a share of around 28% to the global GDP.
Quite a gap to 50%.
But their share has been consistently growing y-o-y. It was as low as 4% back in 1960.
Do you invest in the past, present, or for the future?
Is your portfolio equally weighted according to these two halves?
I am curious, why or why not?