2025 is turning into an interesting year for capital reallocation. Emerging markets are catching serious momentum as investors start pulling money out of traditional US-dominated assets. The trend is real, and market analysts like Steven Schoenfeld from MarketVector Indexes are making bold bets on where this money flows next.

India and Vietnam are emerging as the key destinations in this reshuffling. Why? These economies offer growth potential that's hard to ignore—faster GDP expansion, tech adoption waves, and younger demographics fueling consumption. For traders and portfolio managers, the implication is clear: diversification beyond developed markets isn't just smart, it's becoming essential.

The broader context matters too. When capital rotates out of traditional markets, it often finds alternative asset classes, including crypto and blockchain ecosystems in emerging markets. Understanding these macro flows helps investors position themselves ahead of the curve.