What is the "Rising Consumer Class"?

The "Rising Consumer Class" refers to the growing middle-income population in developing countries who are gaining enough disposable income to purchase consumer goods and services beyond basic necessities. This demographic shift is happening primarily in regions like Asia, Africa, and Latin America, creating new markets for businesses ranging from e-commerce and digital services to branded consumer goods and luxury items.

Why are emerging markets considered a growth opportunity for investors?

Emerging markets offer growth potential because they typically have younger populations, rapidly increasing disposable incomes, and lower market saturation compared to developed economies. As millions of people enter the middle class in these regions, their spending on consumer goods, technology, financial services, and lifestyle products tends to accelerate, potentially driving higher revenue growth for companies with strong positions in these markets.

What is market capitalization and why does it matter?

Market capitalization (or "market cap") is the total value of a company's outstanding shares, calculated by multiplying the share price by the number of shares. It matters because it shows the company's size and can indicate stability, resources, and market influence. Larger market cap companies (like many in this collection) often have more resources to expand into emerging markets, while still providing relative stability compared to smaller companies.

What are dividend yields and payment dates?

Dividend yield is the annual dividend payment divided by the stock price, shown as a percentage. It tells you how much income you might receive relative to your investment. The dividend payment date is when the company distributes these payments to shareholders. For investors interested in the Rising Consumer Class, dividends can provide income while waiting for potential long-term growth from emerging market expansion.

How do digital payment companies fit into the Rising Consumer Class theme?

Digital payment companies (like PAGS and STNE in this collection) are critical infrastructure for the rising consumer class. In many emerging markets, consumers are leapfrogging traditional banking and moving directly to digital payments via mobile devices. These payment platforms enable e-commerce, peer-to-peer transfers, and merchant transactions in regions with previously limited financial access, allowing companies to tap into consumer spending that was invisible to the formal economy before.

13 handpicked stocks

Rising Consumer Class

Tap into companies strategically positioned to capture the growing purchasing power of emerging market consumers. These carefully selected stocks represent businesses that professional analysts believe will benefit from rising disposable incomes in developing economies worldwide.

Han Tan | Market Analyst

Published on June 17

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

Mercadolibre, Inc.

MELI

Current price

$2,246.60

A dominant e-commerce and digital payments platform in Latin America, directly serving the region's growing consumer base.

Alibaba Group

BABA

Current price

$189.33

A multinational technology company specializing in e-commerce, retail, and internet services, with a massive footprint in China and other Asian market...

A multinational technology company specializing in e-commerce, retail, and internet services, with a massive footprint in China and other Asian markets.

JD.com, Inc.

Current price

$35.98

A leading e-commerce company in China, providing millions of consumers with a wide array of goods through its advanced logistics network.

PDD Holdings Inc

PDD

Current price

$134.40

PagSeguro Digital Ltd.

PAGS

Current price

$9.56

StoneCo Ltd.

STNE

Current price

$18.20

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12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.

If you invested across these assets:

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In 12 months it might be worth:

$1,000.00

+6.34%

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About This Group of Stocks

Our Expert Thinking

This collection focuses on the massive economic shift happening as millions join the middle class in developing nations. As disposable incomes rise in these regions, consumer spending accelerates, creating substantial growth opportunities for companies that can capture this new demand.

What You Need to Know

These companies span multiple sectors—from e-commerce and digital payments to luxury goods and food services. They all share significant exposure to high-growth regions in Asia, Africa, and Latin America, with digital infrastructure expansion serving as a key catalyst for their growth.

Why These Stocks

Each company was selected for its strong market position, established brand power, and direct revenue exposure to emerging economies. These businesses are already capturing the rising consumer wave and are strategically positioned to benefit from long-term demographic and economic trends.

Group Performance Snapshot

6.34%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 6.34% over the next year.

13 of 13

Stocks Rated Buy by Analysts

13 of 13 assets in this group are rated Buy by professional analysts.

7.1% vs 4%

Group Growth vs Bank interest

This group averaged a 7.1% return last month, beating the typical 4% bank rate.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

🌏

Tapping Into 3 Billion New Consumers

These companies have front-row access to the world's fastest-growing consumer markets. As billions move into the middle class across Asia, Africa, and Latin America, their spending power creates massive opportunities.

📱

Digital Revolution Meets Rising Incomes

The combination of smartphone adoption and increasing disposable income is creating a perfect storm of growth. These companies are positioned at the intersection of these powerful trends.

💼

Where Your Money Could Grow Next

While developed markets mature, these companies are capturing fresh growth in regions where consumer spending is just beginning to take off. This could represent the next wave of potential long-term returns.

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