Skip to main content

Weekly Wrap 5 December

Bell Direct
December 5, 2025

Emerging markets (EM) are positioned for continued out-performance of developed markets, driven by structural tailwinds and a rising middle class. With EM equities modestly valued and supported by a weaker US dollar, now is an attractive entry point. These markets offer exposure to transformative themes like AI, infrastructure development, and green energy transition. Bell Potter’s analysts share their ideal strategy for how to most effectively gain exposure to these markets, and capitalise on their high growth potential.

In this week’s video, Sophia covers:

  • (0:20): an intro to Emerging Markets and what they are
  • (0:43): factors behind the growth potential of Emerging Markets
  • (2:10): Bell Potter’s ideal strategy to gain exposure
  • (2:57): how the local market performed this week
  • (3:55): the most traded stocks and ETFs this week
  • (4:27): economic news items to look out for next week.

Morning Bell 4 December

Bell Direct
December 4, 2025

Morning Bell 3 December

Bell Direct
December 3, 2025

Morning Bell 2 December

Bell Direct
December 2, 2025

Morning Bell 1 December

Bell Direct
December 1, 2025

Weekly Wrap 28 November

Bell Direct
November 28, 2025

Morning Bell 27 November

Bell Direct
November 27, 2025

Morning Bell 26 November

Bell Direct
November 26, 2025

Morning Bell 25 November

Bell Direct
November 25, 2025

Morning Bell 24 November

Bell Direct
November 24, 2025

Weekly Wrap 21 November

Bell Direct
November 21, 2025

Morning Bell 20 November

Bell Direct
November 20, 2025

Morning Bell 19 November

Bell Direct
November 19, 2025