Emerging markets are poised for a resurgence in 2025, driven by robust fundamentals, attractive valuations, and opportunities in key regions like China, Indonesia, and Vietnam, making this an opportune time for investors to capitalize on growth potential in a shifting global economic landscape.

Joseph Lai share his insights on US-China trade dynamics, highlighting the limited impact of tariffs on US inflation, potential easing of tariff tensions, benefits to economies like Vietnam and Indonesia, and China’s efforts to stabilise its economy through targeted measures like subsidies and policy adjustments.

While the long-term fundamentals remain attractive, the high valuation of the Indian market and a rather notable slowdown in economic activities will impact stock market performance.

China’s policy shift aims to tackle deflation by revitalising the property sector and supporting the stock market with targeted liquidity. Key measures include the government buying old properties and providing financing for developers, all designed to restore confidence and spur economic recovery.

Indonesia’s economy is undergoing an economic transformation, driven by its young population and abundant resources, yet foreign investors continue to overlook its promising equity market.

China’s latest economic policies suggest a potential turning point for market growth and recovery.

Emerging markets have contributed over 60% of global GDP – discover what factors are driving the current investment potential in emerging markets.

An evolving macroeconomic environment, including US rate cuts, is setting the stage for strong growth from emerging economies.

In a recent trip to Southeast Asia (ASEAN) Ox Capital explored the investment landscape, finding robust growth driven by strong demand.

We visited the Southeast Asian region to witness firsthand how surging consumer markets and strategic investments are driving economic transformation and new investment opportunities.