Weekly Wrap 5 December
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Weekly Wrap 5 December
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Emerging markets (EM) are positioned for continued out-performance of developed markets, driven by structural tailwinds and a rising middle class. With EM equities modestly valued and supported by a weaker US dollar, now is an attractive entry point. These markets offer exposure to transformative themes like AI, infrastructure development, and green energy transition. Bell Potter’s analysts share their ideal strategy for how to most effectively gain exposure to these markets, and capitalise on their high growth potential.
In this week’s video, Sophia covers:
- (0:20): an intro to Emerging Markets and what they are
- (0:43): factors behind the growth potential of Emerging Markets
- (2:10): Bell Potter’s ideal strategy to gain exposure
- (2:57): how the local market performed this week
- (3:55): the most traded stocks and ETFs this week
- (4:27): economic news items to look out for next week.
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