Emerging-Market Equity 2025 Outlook: BI Replay

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Duration: 64 Minutes

Original Date: January 09, 2025

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Emerging-market equities face a pivotal year in 2025. How will the new Trump administration's policies and potential tariffs reshape EM's landscape? Could Chinese stocks rally further as stimulus starts to take effect, or is more still to come? Will India's bull run defy gravity for another year given rich valuation? Could ASEAN markets, with opportunities in AI and digital investments, steal the spotlight during regional supply-chain realignment? As the dollar problem for EM equities deepened, would hedging become more challenging? Join Bloomberg Intelligence's strategy team as they explore the key themes and risks for EM equities in 2025.

Emerging-Market Equity 2025 Outlook: BI Replay

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