SPEM: Emerging Markets, A Quiet 2025 Leader, Eyeing All-Time Highs

Group 1 - Emerging markets, particularly China and Brazil, are showing relative strength in 2025, which is being overlooked compared to the focus on Europe and US mega-cap AI stories [1] - The performance of these emerging markets suggests potential investment opportunities that may not be fully recognized by the broader market [1] Group 2 - The article emphasizes the importance of monitoring macroeconomic trends and sector performance in emerging markets for informed investment decisions [1] - It highlights the need for investors to diversify their portfolios by considering opportunities in less-discussed regions like China and Brazil [1]