Emerging Markets Take the Lead
2025 solidified a new global economic order. The Nifty 50 and ASEAN indices delivered double-digit returns, driven by a manufacturing boom and a digitally native young population.
Supply Chain Diversification Complete
The 'China Plus One' strategy has matured into a robust regional manufacturing ecosystem. Vietnam, Indonesia, and India are now the primary assembly hubs for global electronics, boosting their trade balances and currency stability.
Europe's Stagnation
Conversely, the Eurozone continues to struggle with aging demographics and high energy costs, leading to a rotation of capital from EU equities to Asian emerging markets.
Currency Wars 2.0
Central banks in Asia are actively managing currency appreciation to maintain export competitiveness, creating volatility in forex markets.