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Global Money on the Move: Are Emerging Markets the Next Big Bet?

Tracking the global shift in capital toward high-growth emerging markets


9 May 2025 · Friday

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Good evening, WeekendInvestor

Today’s Daily Byte

Until the 7th of May, the strikes were mostly targeting terrorist establishments, but now sovereign establishments are also being hit. This indicates a full-blown war scenario. The nature of wars is unpredictable—no one knows how long they’ll last or how big they’ll get. Historically, once damage begins and neither side backs off, situations can spiral.

The market opened with a significant gap down, and despite attempts to recover throughout the day, the Nifty ended down by 1.1%. As of 2025, the position remains relatively stable.

Reading Time : 3 Minutes

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Shifting Tides: Will Global Funds Flow to Emerging Markets Next?

For years, global capital has chased returns in the US, creating a cycle of inflows and market dominance. But with the US now accounting for nearly 75% of global market cap against just 25% of GDP, cracks are beginning to show. As this imbalance corrects, investors may start looking elsewhere. Could this be India’s moment to shine in the global spotlight? The tides are shifting—are emerging markets ready?

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From Panic to Patience: How the Market Has Matured

Since the 2008 financial crisis, the Indian stock market has undergone a remarkable shift from volatility to stability. Daily fluctuations in the Sensex have diminished, signaling a more mature and composed investor base. This evolution reflects a broader trend of increasing investor confidence and a focus on long-term growth. As the market matures, the emphasis is moving from panic-driven decisions to patience and strategy.

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