{
Xingchen Yu

People

}
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001122334455554433221100

emerging markets face uncertainty but potential growth opportunities ahead

Emerging market stocks face ongoing uncertainty due to trade tensions, US domestic policy shifts, and lackluster macro fundamentals in China, leading to underperformance against US peers. Despite this, a selective approach to tariffs and structural support in key markets like Taiwan and India may yield high-single-digit to low-teen returns by the end of 2025. China remains neutral amid trade uncertainties, with potential AI advancements boosting its technology sector's competitiveness.
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Finance & Economy, Market Report
19:09 30.01.2025
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