Emerging Markets: The Next Big Thing?

A weakening US dollar could shift investor focus beyond the US

Author

Alok Jain
June 17, 2025


17 June 2025 · Tuesday

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Good evening, WeekendInvestor

Today’s Daily Byte

Markets showed slight weakness today as the U.S. President shifted focus to tariffs, this time targeting pharma, triggering a sector-wide decline. Hopes of geopolitical de-escalation faded, with fresh bombings, U.S. warships heading to the region, and Russia striking Kyiv—signalling renewed tensions.

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Are Emerging Markets Undervalued Compared to the US?

India currently leads global equity markets in terms of valuation—but that leadership comes with high expectations. Can India deliver the growth and liquidity needed to justify its premium? As emerging markets remain undervalued, global capital flows may shift—and India will need to stay ahead of the curve.

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Is the US Dollar Cycle Reversing? A Big Opportunity Ahead?

The US Dollar Index, a key indicator of the dollar’s strength, may be signalling a major shift. After a strong uptrend from 2010 to 2023, recent data suggests a possible reversal. Historically, a weakening dollar has triggered rallies in emerging markets and precious metals—making this a trend worth watching. Could this be the beginning of a new global investing phase?

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