Story perspectives

Emerging Markets Struggle as Developed Stocks Surge in 2024

3/24/2025

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Summary

Story summary

In 2024, emerging markets lagged behind developed markets, with a 7.5% gain versus the S&P 500's 23.3%.
US interest rates and trade policies impact emerging market performance, presenting opportunities through supply chain diversification.
European equities surged in early 2025, fueled by potential Ukraine conflict resolution and favorable fiscal measures.
Japan anticipates an 8% corporate earnings return in 2025, bolstered by governance reforms and share buybacks.
Emerging market stocks gained traction, driven by optimism over US tariff exclusions and currency recoveries in Turkey and Hungary.

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Story summary

In 2024, emerging markets lagged behind developed markets, with a 7.5% gain versus the S&P 500's 23.3%.
US interest rates and trade policies impact emerging market performance, presenting opportunities through supply chain diversification.
European equities surged in early 2025, fueled by potential Ukraine conflict resolution and favorable fiscal measures.
Japan anticipates an 8% corporate earnings return in 2025, bolstered by governance reforms and share buybacks.
Emerging market stocks gained traction, driven by optimism over US tariff exclusions and currency recoveries in Turkey and Hungary.