Gustavo Ballvé on June 23rd, 2010
Consumer, Household and Personal Products, Home, Industries, Investment Themes, Portfolio Management

The Wall Street Journal had three articles yesterday related to consumers in emerging markets – and how consumer goods companies are scrambling to adapt. The first story highlights the bullish comments on emerging markets in Nestlé’s Investor Day (the Amazon barge is particularly picturesque). There’s some detail on the capex plans and the goals they intend to achieve through these investments. The second story is about India and the P&G vs. Unilever battles in different categories. Finally, a third story (admittedly weaker) highlights three chinese companies supposedly exposed to China’s increasing “consumerism” – the stock analysis is superficial and the trend is far from “new news”, but it’s worth a read to complement the two previous articles.

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