Lenovo outpaced the PC ordspråk

en Lenovo outpaced the PC industry in emerging markets, and we are focused on driving similar momentum in mature markets.
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en The emerging markets and the European markets are a bit behind the U.S. in the phase of correction at the moment. From this point on, it's my view that emerging markets will have the sharpest correction from current levels. European markets the next sharpest correction, and Japan will be little affected by interest-rate trends in the United States.
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en We have created a viable branch presence in many new markets over the past few years and are currently focused on driving growth within our existing markets.
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en I'm more bullish about emerging markets because we know the emerging markets are growing at double the rate of the developing nations. This is reflective in the stock market eventually,
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en If you want to invest in emerging markets, invest in a good manager. Although emerging market funds are expensive, the disparity between returns at the top and bottom of emerging markets funds makes the expense worthwhile.
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en Year on year sales grew in all regions as replacement sales in mature markets such as Western Europe and North America continued to drive growth while users in emerging markets joined mobile networks and acquired their first mobile device.
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en We tend to think of emerging markets as small countries with small companies. But there are some world-class businesses that just happen to be registered in emerging markets.
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en We think we're on track to become one of the most recognizable brands in the world. We're in 35 markets already. There are some new markets that we're very interested in, such as Russia and Eastern Europe. India is another unique place to be in but it's not going to happen tomorrow. But at the same time, we're more focused on filling in the markets we're already in.
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en Emerging markets and consumer demand in the mature regions were the major growth engines on a worldwide basis.
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en We recognize that this goes against powerful recent flows into emerging markets and Japan. However, in our view, flows are approaching the point of pushing Japan and emerging markets beyond fair value, creating the relative value opportunity in the U.S..
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en The bread and butter of the industry are the mature markets, but because of the falloff in replacement activity, vendors are going to have to go out and look for growth elsewhere. That's the challenge for the industry.
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en Your risk markets -- equity markets, corporate bond, high yield, emerging-market bonds, currency markets and commodity markets -- are all pricing in extremely high risk and robust growth. In contrast, the TIPs market is pricing in weak or modest growth.
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en Equity markets [are] getting clobbered everywhere, especially in emerging markets ... bonds in the process of catching a safety bid.
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en The growth outlook relative to developed markets is still in tact. We believe in the consumer story in emerging markets.
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en With strong growth set to continue, the backdrop for emerging markets and commodity markets remains positive.
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