Emerging Markets Poised to Outperform the US

24 days ago

Chase Taylor

"Yeah. So, the funny thing is I I expected the rest of the world to outperform the US, but there there's like some stuff under the hood there that still like really caught me by surprise. Uh, I mean like the S&P is not even up 20% and we had Peru, Colombia, South Africa, you can do a whole Africa ETF, all that stuff's up over 60%. Wow. Right. Like I mean, South Korea is up like 90%. Like there's a bunch of stuff. If you just look at what all is above 50%, it's like a third of the country ATFs out there. And then here, you know, people think the US is on fire and it's up like 17 or whatever."

Chase Taylor expresses his surprise that while the US market is up modestly, emerging markets—including various African nations and South Korea—have delivered vastly higher returns. He believes this trend indicates that, in the foreseeable future, the rest of the world will outperform the US, underscoring a macro investment theme driven by regional outperformance.

Related Stocks