India, Mexico, South Korea may gain from global trade reset, according to analysts at Oppenheimer Asset Management and several leading investment firms. The shifts come amid growing uncertainties in U.S. economic policy, the changing trajectory of the U.S. dollor and renewed investor interest in undervalued and structurally sound markets. The MSCI Emerging Markets Index has posted strong gains in 2025, rising nearly 17% outpacing the S&P 500 as investors poured into equities and bond across emerging economies. India has emerged as a standout performer with financial experts citing its strong macroeconomic fundamentals, structural reforms, and favorable demographic profile as key growth drivers. Firms such as Emkay Global Financial Services, Bank of America, and JPMorgan have identified India as the most promising long-term bet in the
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