Emerging-Market Equity 2025 Midyear Outlook: BI Replay

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Duration: 61 Minutes

Original Date: July 24, 2025

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Emerging-market equities are poised for a defining year in 2025. How will the policies of the new Trump administration, including potential tariffs, alter the trajectory of these markets? Will Chinese stocks gain momentum as fresh stimulus measures take hold, or is the rally far from over? Can India’s bull market defy expectations and soar even higher despite steep valuations? Might ASEAN markets, driven by opportunities in AI and digital innovation, outshine others amid a shake-up in regional supply chains? As the dollar's impact on EM equities grows stronger, will hedging strategies face greater obstacles? Join Bloomberg Intelligence’s strategy team as they dive into the critical trends and risks shaping emerging-market equities in 2025.

Emerging-Market Equity 2025 Midyear Outlook: BI Replay

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