India

After many years, Indian corporate earnings seem to be accelerating, with around 20% growth expected over the next couple of years.

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Major changes

Emerging markets have endured a turbulent few months, with a sell-off in a string of economies stretching from Latin America to Asia sparking fears of global contagion.

The consumer markets of China, India and Indonesia have grown at year-on-year rates of 5.9% to 9.5%.

Europe is full of secular growth trends including digitalisation, faster growth in emerging markets, consumer loyalty to premium brands and increased health awareness.

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