Strategy Note /
Global

Youth unemployment in emerging markets

  • Low median age, demographic youth bulge, can be a very positive tailwind for consumption growth in EM

  • But only if there is sufficient job creation: an unemployed youth bulge means high risk to social stability

  • South Africa most at risk but Argentina, Colombia, India, Egypt, Morocco, Nigeria, Saudi also highlighted in our screen

Youth unemployment in emerging markets
Hasnain Malik
Hasnain Malik

Strategy & Head of Equity Research

Tellimer Research
26 August 2021
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