Emerging markets on the brink of history. - For many years, the US markets were the "only game" in town. But markets, by nature, are cyclical... And nothing lasts forever.
The chart in front of you is not just a monthly chart of the emerging markets fund ( $EEM ).. It is a picture of what analysts call a "historical launchpad" that has lasted for more than a decade. We are now standing at the edge, testing a new all-time high as we enter 2026.
Why now? And why should you care? - The story is not just about "cheap stocks," But a story of real growth led by the sectors of the future:
1️⃣ The heart of AI beats here: A company like (TSM) is no longer just a manufacturer; it is the backbone of the AI revolution, accounting for more than 11% of this market's weight alone.
Financial institutions are not buying it for speculation; they are buying the "infrastructure" of the future. - 2️⃣ Real resources: While the world debates technology, companies like ( $TECK ) are preparing for a massive demand wave for copper and zinc. The world needs metals to build its new infrastructure, and these markets are the storehouses. - 3️⃣ Attractive valuations: At a time when US stocks seem overvalued,
Markets like Brazil ( $EWZ ) and India ( $INFY ) are showing growth at "discounted" prices compared to their Western counterparts. - 💡Summary: Smart money (Smart Money) has begun to quietly reallocate. When an index as large as (EEM) breaks a historical high after years of accumulation, it’s no coincidence.
2026 may not only be the year of American technology... But the year of the "forgotten world" that decided to catch up.
A question for your portfolio: Are you a "local" investor in a "global" world?
Follow me for more insights into major market movements $GT
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Has the sleeping giant awakened?
Emerging markets on the brink of history.
-
For many years, the US markets were the "only game" in town.
But markets, by nature, are cyclical...
And nothing lasts forever.
The chart in front of you is not just a monthly chart of the emerging markets fund ( $EEM )..
It is a picture of what analysts call a "historical launchpad" that has lasted for more than a decade.
We are now standing at the edge, testing a new all-time high as we enter 2026.
Why now? And why should you care?
-
The story is not just about "cheap stocks,"
But a story of real growth led by the sectors of the future:
1️⃣ The heart of AI beats here:
A company like (TSM) is no longer just a manufacturer; it is the backbone of the AI revolution, accounting for more than 11% of this market's weight alone.
Financial institutions are not buying it for speculation; they are buying the "infrastructure" of the future.
-
2️⃣ Real resources:
While the world debates technology, companies like ( $TECK ) are preparing for a massive demand wave for copper and zinc.
The world needs metals to build its new infrastructure, and these markets are the storehouses.
-
3️⃣ Attractive valuations:
At a time when US stocks seem overvalued,
Markets like Brazil ( $EWZ ) and India ( $INFY ) are showing growth at "discounted" prices compared to their Western counterparts.
-
💡Summary:
Smart money (Smart Money) has begun to quietly reallocate.
When an index as large as (EEM) breaks a historical high after years of accumulation, it’s no coincidence.
2026 may not only be the year of American technology...
But the year of the "forgotten world" that decided to catch up.
A question for your portfolio:
Are you a "local" investor in a "global" world?
Follow me for more insights into major market movements $GT