1. CAPITALIZING ON A CHANGING WORLD Emerging Market Opportunities ROBERT T. LUTTS PRESIDENT, CHIEF INVESTMENT OFFICER Salem State College Enterprise Center April 1, 2010
2. A CHANGING WORLD “ It is not the strongest of the species that survives, nor is it the most intelligent, it is the one that is the most adaptable to change.” – Charles Darwin
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9. EXCEPTIONAL OPPORTUNITY IN EMERGING ECONOMIES Source: MacroMavens, June 2009 % of World Market Cap as a % of World GDP United Kingdom 2.59% United States 2.08% Japan 1.69% Emerging Economies 0.25%
10. Cabot Money Management, Inc. | 216 Essex Street | Salem, MA 01970 | 978.745.9233 | www.eCabot.com
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12. Cabot Money Management, Inc. | 216 Essex Street | Salem, MA 01970 | 978.745.9233 | www.eCabot.com By 2020, Asia is expected to have more than 1.2 billion population with a GDP per capita greater than $5,000 USD. This is five times the size of the US middle class!