This outlook highlights key near- and long-term drivers shaping the landscape and underscores the strategic role EMs can play in diversified portfolios.
Emerging markets are gaining prominence amid shifting global dynamics, presenting compelling opportunities for investors in the second half of 2025 and beyond.
Factors such as a potential US-China trade deal, a weakening dollar and structural tailwinds like demographic shifts and digital transformation are strengthening the investment case for emerging market (EM) equities.
