Evaluating Emerging Markets

London Business School Professor Don Sull has a good post over at his blog about how companies evaluate emerging markets. Sull based his post on a panel discussion that he moderated with Paul Bulcke, CEO Nestlé; Anshu Jain, who runs Deutsche Bank’s investment banking business; Vittorio Colao, the CEO of Vodafone; and John Connolly, the global chairman of Deloitte. Sull argues that firms cannot evaluate emerging markets simply based on GDP growth. Instead, they should consider other factors, such as industry structure, regulatory and political environment, etc.