Aubrey Capital Management: The coming consumer boom in emerging markets

The latest analysis from Aubrey Capital Management highlights a compelling shift underway in emerging markets: a potential consumer boom driven by improving real incomes and easing inflationary pressures. After a challenging 2025 for core consumer sectors, the outlook for 2026 appears far more dynamic, with rising purchasing power set to revitalise demand across areas such as consumer staples, real estate, healthcare, and discretionary spending. As Aubrey notes, the long‑term structural opportunity remains vast, with billions of aspiring consumers seeking better food, housing, transport, healthcare, education, and entertainment. It’s a timely reminder of the transformative growth potential within emerging markets and the importance of staying attuned to these evolving economic currents.

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