ETF and Indexing Insights

Key arguments

• Global equity markets are changing course after years of US mega-cap dominance, with falling correlations and diverging monetary policies.
• Emerging markets, especially China and South Korea, present compelling investment opportunities in 2025.
• The current AI-driven market may still have room to run, unlike the dot-com bubble.
• India offers long-term potential despite tariff risks, with attractive valuations and a robust financial sector.
• Saudi Arabia's opening of its equity market to foreign investors marks a turning point for global portfolios.
• Dividend-oriented strategies are attracting renewed attention as markets broaden beyond mega-cap tech.
• Investors are moving beyond simple market access toward outcome-driven construction in ETF usage.

Corresponding source evidence

1. The US equity market is in its fourth year of a bull run, having surged significantly since 2022. Despite concerns about valuations, Marcus Weyerer of Franklin Templeton ETFs suggests that the current AI-driven market may still have room to run, in contrast to what happened during the dot-com bubble. · medium_term
2. As emerging markets surge in 2025, China and South Korea stand out as compelling investment opportunities, according to Franklin Templeton’s Dina Ting. This article explores these countries’ recent performance and future prospects, highlighting what makes them attractive to investors. · medium_term
3. Despite tariff risks, Franklin Templeton Head of Global Index Portfolio Management Dina Ting believes India offers long-term investment potential. In this article, she delves into positive trends including India’s prospects in global markets, its attractive valuations, robust financial sector and significant technology investments. · long_term