Posted August 2, 2014 6:26 pm by Comments

The Boston Consulting Group has recently published a whitepaper (2014 BCG Local Dynamos:  How Companies in Emerging Markets Are Winning at Home) listing the following 50 emerging market consumer companies as being “local dynamos” and hence, worth watching:

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Company Business
Africa Discovery Health Health insurance administrator
Douja Promotion Groupe Addoha Real estate developer and operator
Equity Bank Commercial bank
Guaranty Trust Bank Commercial bank
Woolworths Department store
Zambeef Products Beef and agricultural goods producer
China China Minsheng Bank Commercial bank
Dalian Wanda Group Property developer
HaiDiLao Hotpot Restaurant chain
Home Inns & Hotels Management Hotel chain
Jia Duo Bao Herbal tea producer
Jiangsu Hengrui Medicine Pharmaceutical company
S.F. Express Express delivery courier
Tingyi Cayman Islands Holding Company Food and beverage producer
Xiaomi Smartphone and consumer electronics producer
Yonghui Superstores Supermarket chain
India Amara Raja Electronics manufacturer
Bennett, Coleman & Company Media company
Flipkart Online retailer
IndiGo Airline
Jubilant FoodWorks Restaurant chain
Micromax Consumer electronics producer
Narayana Health Health care provider
Shriram Transport Finance Commercial finance vendor
Latin America Banco de Crédito e Inversiones Commercial bank
Cielo Payment system
Cinépolis Movie theater chain
Enalta Inovações Tecnológicas IT solutions provider
GranBio Biotechnology company
Grupo Financiero Banorte Commercial bank
Magazine Luiza Retailer
Ourofino Veterinary products producer
Quala Food and beverage company
Middle East and Turkey Abdi İbrahim Pharmaceuticals company
Abdul Latif Jameel Auto dealer
Air Arabia Airline
Almarai Dairy producers
BiM Retailer
lC Waikiki Apparel retailer
Russia Bashneft Oil producer
Mail.Ru Internet company
Ozon.ru Online retailer
Tinkoff Credit Systems Bank Consumer finance provider
Southeast Asia Bangkok Dusit Medical Services Health care provider
Bank Rakyat Indonesia Commercial bank
Masan Group Food and beverage producer
RhB Banking Group Commercial bank
SapuraKencana Petroleum Oil and gas services provider
SM Retailer
Wings Personal-care and household products producer

According to the report:

The 2008 local dynamos have lived up to their potential. They are now thriving companies that have outpaced the competition in their home markets. From 2009 to 2013, these companies’ revenues grew at an average annual rate of 19 percent, exceeding the 11 percent rate of the MSCI Emerging Market Index and the 5 percent rate of the S&P 500. The five-year total shareholder return of the local dynamos also far outstrips other benchmarks. The 32 publicly traded local dynamos returned 25 percent from 2009 to 2013, compared with 18 percent for the S&P 500 index and 15 percent for the MSCI Emerging Market Index. Three of the companies expanded their geographic footprints and became global challengers: goldwind Science and Technology, Bharti Airtel, and AirAsia Berhad. Two went public: goodbaby, of China, and SKS Microfinance, of India. Three of the original local dynamos have been acquired since the 2008 list was released.

To download or read the summary of 2014 BCG Local Dynamos:  How Companies in Emerging Markets Are Winning at Home, go to the website of the Boston Consulting Group.

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