EMQQ Global’s Kevin Carter sees renewed momentum in emerging markets and digital consumers

Proactive - Interviews for investors

Kevin Carter, Founder and Chief Investment Officer of EMQQ Global and the INQQ Fund joined Steve Darling from Proactive to highlight the resurgence of emerging markets and the strong performance of EMQQ and INQQ funds in 2025. After more than a decade of lagging behind developed markets, Carter believes the tide is finally turning. He noted that the EMQQ Fund is up 20% year-to-date, reflecting growing investor interest and momentum in markets that have long been overlooked. “We’re finally seeing a rotation back into emerging markets,” Carter said, pointing to improving fundamentals and demographic tailwinds. Carter outlined a compelling long-term investment thesis: emerging markets represent 85% of the world’s population and 90% of its future, as measured by people under 30. These markets also tend to grow faster economically, and they’re now undergoing a massive digital transformation. This transformation is being fueled by the widespread adoption of affordable smartphones, which are providing billions of people with internet access for the first time. “They’re not getting laptops,” Carter explained. “They’re getting their first-ever computer—and it’s a low-cost, Android-based smartphone.” This leapfrog into the digital world is creating enormous opportunities for local tech companies, many of which are held by EMQQ and INQQ. Carter cited WeChat in China, Eternal (formerly Zomato) in India, and Nubank in Brazil as standout examples of companies leading the digital consumer revolution in their regions. While geopolitical tensions—particularly between the U.S. and China—continue to cast uncertainty over global markets, Carter stressed that most of the companies EMQQ focuses on are domestically driven and insulated from export-related risks. He remains optimistic about a rebound in emerging markets and sees this as a long-term shift: “We believe the next decade belongs to the digital consumer in emerging markets. The growth story is just beginning.” #proactiveinvestors #hanetf #EmergingMarkets #Investing #Technology #GrowthOpportunities #India #China #EMQQGlobal #TechInvestment #DigitalTransformation #GlobalEconomy #InvestmentStrategies #MarketInsights #KevinCarter #FinancialNews #EconomicOutlook #FutureInvesting #MarketTrends #EmergingEconomies #InvestorTips #MarketAnalysis #InvestmentPortfolio #DigitalIndia #TechBoom #MarketWatch #EconomicProspects