This does not mean that growth opportunities in emerging markets have disappeared, but expectations do need to be recalibrated. Despite the economic boom of the last decade, China still has 164 million households that can be called “poor” (with annual disposable income of less than $5,000) and another 172 million that are “aspirant” (between $5,000-$15,000).
这并不意味着新兴市场的增长机会已经消失，而是预期水平必须被重新调整。尽管在过去10年内实现了蓬勃增长，但中国国内依然有1.64亿“贫困”家庭（年均可支配收入低于5000美元）以及1.72亿“积极消费”家庭（年均可支配收入介乎5000到1.5万美元之间），而印度的对应数字则分别是1.04亿和1.07亿家庭。