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Story perspectives

Advisors Turn to Emerging Markets Amid U.S. Uncertainty

9/6/2025

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Story summary
  • In 2025, advisors diversify portfolios internationally, targeting emerging markets for growth amid U.S. uncertainty.
  • Emerging markets lower correlation to U.S. trends but pose risks like political instability and liquidity challenges.
  • China's investment climate, affected by U.S. tariffs, offers value investors opportunities for discounted stocks.
  • China is enacting policies to safeguard its economy and enhance trade relations.
  • India's GDP ranking improved from 11th in 2009 to 4th in 2025, fueled by a robust IT sector.
  • Recent tax cuts in India aim to stimulate consumption and counter U.S. tariff effects.