At a Glance A
Threats
• Threats of mass unemployment and inequality in countries with lower levels of skills or educational attainment.
• An ageing population – the global population by 2030 will be 8.5 billion, of whom over one billion (one in eight) will be older than 65.
• Internet regulation, as some governments may seek to control information flows.
• Ever-growing populations put pressure on food and water resources.
• 1.4 billion population growth in emerging economies between 2010 and 2030.
Investment opportunities
• Investment should be focused on upskilling and changing the skills set of the current workforce.
• Investment in emerging market infrastructure will constitute three-fifths of all global investment.
Economies to watch 38%
China and India’s combined share of global investment by 2030.
China Opportunities
• Biggest global investor by 2030.
• Spending on R&D will continue to increase.
• Priority to local and global green development as driver of economic growth.
• Improved social development including education, healthcare and human capital development.
• Greater role to play in the global economic and geopolitical landscape.
India Opportunities
• A growing US$10 trillion economy.
• India’s global investments to double in the 20 years from 2010-2030.
• 2.2 – the number of working people to every non-working one by 2039 (highest ratio in the world).
Challenges
• A government potentially out of touch with the economy’s needs.
• The cost of raw materials in future may affect China’s competitiveness.
• The country will urgently need to address its issues with environmental stress.
• The continued fight against poverty and inequality.
• Low level of basic rights. Challenges
• High levels of poverty and inequality.
• Low levels of tolerance and inclusion.
• 60% of Indians still uneducated or poorly educated.
• Food, energy and power security.
• 7% – India’s contribution to global savings.
• 66-73% of investment going towards services.
• Highly skilled tech industry.
• Investment in emerging market economies will fund education, healthcare and human capital.
• Investment in the green economy will increase – think climate change, renewable energy and electric cars.
Sources: ITWeb; Capital for the Future: Saving and Investment in an Interdependent World (World Bank); Timeline 2030: Finding our Path to Prosperity (Fujitsu Global);
Global Trends 2030: Alternative Worlds (National Intelligence Council); Climate Investment Opportunities in Emerging Markets: An IFC Analysis; China 2030: Building a Modern, Harmonious and Creative Society (World Bank); Social Progress in 2030: Developing Beyond Economic Growth (Deloitte)
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