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21 January 2025
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US rate cuts, low starting valuations and an uptick in global capex are just some of the tailwinds behind emerging markets. A value approach can help investors grasp growth opportunities without overstretching.
India has overtaken China as the world's most populous nation and under a reformist Prime Minister, it's growing faster than most other emerging markets. It's also got well-run companies, some of which are global leaders.
Demand for air travel, China’s growing middle-class population, Brazil’s digital payments take-up, Indian IPOs, and increased urbanisation are just some of the trends being seen in emerging economies.
Mary Meeker’s Internet Trends Report is a fantastic annual update on technology trends. Given how much technology stocks dominate sharemarket growth, it's worth a thorough read.
Emerging markets have the world’s fastest growth in populations, numbers of the middle class, technology adoption, and even technology creation. They are no longer playing catch up, they are leading the tech revolution.
A look at how democracy and political stability (or lack thereof) is shaping our Asian neighbours' economies and outlooks. Asia appears on the cusp of moving from a perpetually-emerging region to one that has emerged.
A change in India’s leadership has given hope to those tired of corruption, bureaucracy and slow economic growth. Despite many challenges, it is possible that India will become the top performing market in Asia.
Last year, I wrote an article suggesting returns from ASX stocks would trample those from housing over the next decade. One year later, this is an update on how that forecast is going and what's changed since.
The housing market was subdued in 2024, and pessimism abounds as we start the new year. 2025 is likely to be a tale of two halves, with interest rate cuts fuelling a resurgence in buyer demand in the second half of the year.
The renowned investor has penned his first investor letter for 2025 and it’s a ripper. He runs through what bubbles are, which ones he’s experienced, and whether today’s markets qualify as the third major bubble of this century.
This examines the performance of key asset classes and sub-sectors in 2024 and over longer timeframes, and the lessons that can be drawn for constructing an investment portfolio for the next decade.
Key lessons include expensive stocks can always get more expensive, Bitcoin is our tulip mania, follow the smart money, the young are coming with pitchforks on housing, and the importance of staying invested.
Check out the most-read Firstlinks articles from 2024. From '16 ASX stocks to buy and hold forever', to 'The best strategy to build income for life', and 'Where baby boomer wealth will end up', there's something for all.