PXH: Emerging Markets Poised For An Eventful Year

Dylan Waller
860 Followers

Summary

  • Emerging market equities have had a strong start in 2025, with China leading the rally, boosting the MSCI Emerging Markets Index.
  • Tariffs pose a significant risk, especially with Trump's proposed record-high tariffs, potentially impacting countries like Canada, Switzerland, and Mexico.
  • China's diversified export mix since 2016 may mitigate some tariff impacts, but weaker export growth in 2025 remains a concern.
  • Global economic outlook is positive, with central banks potentially cutting rates, but China's growth prospects remain uncertain amid tariff negotiations.

High Angle Scenery of Dazhao Temple and Urban Skyline in Hohhot, Inner Mongolia, China

Govan Zhang/iStock via Getty Images

Opportunity Overview

Many investors may be skeptical about the prospects of emerging market equities due to rising geopolitical risks and because of the potential knock-on effects of tariffs in 2025. Moreover, China's growth prospects have also

This article was written by

860 Followers
I am interested in frontier/emerging stock markets and other international markets (i.e. Japan/Korea). My articles will primarily focus on stocks I am monitoring now based on quality of management/emerging market exposure/valuation.

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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