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World Markets: Global Insights into Financial Trends and Investment Opportunities

When concerned with the global economy, it’s important to look beyond the powerhouses that are often in the spotlight, and to look at the various emerging markets operating just off stage.

Today’s biggest emerging markets (BEMs), include Argentina, Brazil, China, India, Indonesia, Mexico, Poland, South Africa, South Korea and Turkey. Not as big, but still making impact, are Egypt, Iran, Nigeria, Pakistan, Russia, Saudi Arabia, Taiwan, and Thailand.

These countries are likely to influence the world markets in the short- and long-term. Read on to discover the best ways to profit from the meteoric rise.

World Market News & Analysis

An emerging market economy is an economy that is progressing toward becoming advanced. This can be seen by the level of liquidity in local debt, equity markets, as well as the existence of a market exchange and a regulatory body.

An emerging market has some of the characteristics of a developed market but does not meet enough standards to be classified as one. These include countries that may have been developed markets in the past or are truly in the running to become one in the future.

How do you spot one? Well, they have a few characteristics.

Firstly, they tend to have a lower-than-average per capita income.

The World Bank defines developing countries as those with either lower or lower middle per capita income of less than US$4,035. Low income is the first important criteria because it provides an incentive for the country to pursue the second identifying characteristic — rapid growth.

Rapid social change then leads to the third characteristic — high volatility. This can come from natural disasters, external price shocks, and domestic price instability.

Such traditional economies that are reliant on agriculture are especially vulnerable to natural disasters, such as earthquakes, tsunamis and droughts.

Emerging markets can also get caught in the wind of volatile currency swings, especially those using the dollar. They are also susceptible to market swings in commodities, such as oil or food. Why? It’s because they don’t have enough power to control or influence these movements.

But if they are successful, rapid growth in an emerging market can also lead to the final, and most exciting characteristic — a higher than average return for investors.

Many developing countries focus on an export-driven strategy. Such a demand isn’t a priority back home, so they produce lower-cost consumer goods to deliver to the developed world.

The companies that fuel this growth profit the most, equalling in higher stock prices for their investors, and a higher return on bonds to cover the additional risk of emerging market companies.

You can see, then, why emerging markets are so attractive to investors.

But be warned — not all emerging markets are good investments.

When doing your research, you need to pick your investments carefully.

When looking at emerging markets, you should only pick markets that have little debt and a growing labour market.

Want to know more? Well, read on. At Fat Tail Daily, we provide you with all the latest news and insights into this area, to keep you well informed and in front of the masses.

ASX About to Crack?

By Murray Dawes, Friday, 14 November 2025

In today’s Closing Bell, we look at the ASX 200’s sudden slide, why key support is so important here, and how a false break could turn into a near 10% correction into Christmas. I also touch on the growing cracks in weaker AI names, such as Oracle and Meta, and what that might mean for the broader market. We finish on a positive note with a brief look at the lithium stocks that are still running. Hit play to see the levels and charts I’m watching now.

Santa Runs Out of Gas

By Murray Dawes, Friday, 07 November 2025

Markets finally wobble after a relentless rally: breadth cracks, hot names see heavy profit-taking (Nvidia included), Aussie microcaps slump, and the ASX 200 flashes bearish divergence. We break down what’s driving the pullback, why Michael Burry’s short on Palantir is in focus, and why U.S. natural gas is ripping—mostly seasonal now, with possible AI-driven demand ahead—plus how far this correction could run and our gas bull case.

Rate Cuts to Resource Rallies – What’s next in Markets?

By Murray Dawes, Friday, 31 October 2025

JP Morgan just upgraded lithium prices by 60% as battery storage demand explodes 50% in 2025. Meanwhile, Trump’s $80bn uranium investment could ignite the next commodity rally.

But there’s a hidden warning signal in the markets that’s successfully predicted corrections for decades — and it’s flashing orange right now.

Is that it for Gold?

By Murray Dawes, Friday, 24 October 2025

Some historic moves unfolded over the week, with gold plummeting US$250 in one session. Is it a sign of things to come or a buying opportunity? Oil has also walked back from the edge of the cliff, but risks remain. Charlie and Murray discuss the US dollar, oil, gold, silver, and rare earths.

Afterpay Share Price Rally 2020

SPECIAL INVESTIGATION: Who’s the Next Afterpay? (Part 3)

By James Woodburn, Wednesday, 22 October 2025

From a Sydney kitchen table to a $29 billion buyout — how two neighbours revolutionised consumer credit

Afterpay Share Price Rally 2020

SPECIAL INVESTIGATION: Who’s the Next Afterpay? (Part 2)

By James Woodburn, Tuesday, 21 October 2025

Afterpay wasn’t just lucky — it had smart money behind it. Now, analyst Lachlann Tierney has found a sub-$1 stock with a strikingly similar pattern: disruptive AI tech, aggressive global ambitions, and a board member who’s already turned three startups into billion-dollar unicorns. With current small-cap positions averaging 73% gains, Tierney believes this could be Afterpay’s spiritual heir…

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All advice is general in nature and has not taken into account your personal circumstances. Please seek independent financial advice regarding your own situation, or if in doubt about the suitability of an investment.

The value of any investment and the income derived from it can go down as well as up. Never invest more than you can afford to lose and keep in mind the ultimate risk is that you can lose whatever you’ve invested. While useful for detecting patterns, the past is not a guide to future performance. Some figures contained in our reports are forecasts and may not be a reliable indicator of future results. Any actual or potential gains in these reports may not include taxes, brokerage commissions, or associated fees.

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