[{"data":1,"prerenderedAt":181},["ShallowReactive",2],{"story-11583-en":3},{"id":4,"slug":5,"slugs":5,"currentSlug":5,"title":6,"subtitle":7,"coverImagesSmall":8,"coverImages":9,"content":31,"questions":32,"relatedArticles":42,"body_color":179,"card_color":180},"11583",null,"Global Market Transformation: The Rise of International Investment Beyond US Dominance","- Emerging Markets Redefine Global Financial Strategies for Cross-Border Sellers",[],[10,11,11,12,13,14,15,11,16,17,10,18,10,19,20,21,22,23,24,20,25,26,27,28,20,10,14,11,29,30],"https://images.barrons.com/im-93671994?width=700&height=445","https://images.wsj.net/im-34062673/social","https://newsfile.futunn.com/news-thumbnail/20251228/public/17669084975015693997498-17669084975018838349331.jpeg","https://storage.googleapis.com/web-content.oanda.com/images/GettyImages-1147331105.original.jpg","https://images.barrons.com/im-46251099","https://pubimg.futunn.com/20220512034321325067afc8307.jpg","https://th.bing.com/th?id=ORMS.20639a66534aacf7fb3df92d1df6802c&pid=Wdp","https://i.guim.co.uk/img/media/f9fbd07b8bc512c9085c79893442fb15f89c9f84/444_0_5000_4000/master/5000.jpg?width=465&dpr=1&s=none&crop=none","https://i.guim.co.uk/img/media/5944d573eb55398875c2d90f478b668af38390fd/25_0_4461_3571/master/4461.jpg?width=465&dpr=1&s=none&crop=none","https://images.axios.com/E8H1TlIIBq-s7r4LxGBalcBJ__E=/fit-in/1366x1366/2025/12/29/1767033571578.png","https://images.mktw.net/im-33027044?width=620&height=488","https://cphoto.asiae.co.kr/listimglink/1/2025123004440573029_1767037444.jpg","https://koreajoongangdaily.joins.com/data/photo/2025/12/30/561930cf-b6f7-414c-9552-8238b3ce2444.jpg","https://www.firstonline.info/wp-content/uploads/2024/07/Borse-e-sostenibilita-480x270.jpeg","https://img1-azrcdn.newser.com/image/1655532-11-20251230075114-world-markets-outrun-wall-street-decent-margin.jpeg","https://images.barrons.com/im-783602/social","https://images.mktw.net/im-03472056","https://d1qq9lwf5ow8iz.cloudfront.net/live-images-1/ImageDetail_cf7f7bc8-872d-4175-bf0a-a89aaa67bdb4_Large","https://eq-cdn.equiti-me.com/website/images/European_banks_powered_a_record_y.2e16d0ba.fill-1600x900.jpg","https://i.guim.co.uk/img/media/cc38fd36f6b50c56788548c9a2e4c796855e91df/73_0_3246_2598/master/3246.jpg?width=465&dpr=1&s=none&crop=none","https://assets.bwbx.io/images/users/iqjWHBFdfxIU/iMsnkzAA8TFI/v0/1200x800.jpg","The global financial landscape is undergoing a profound restructuring, signaling a critical moment for cross-border businesses and investors. In 2025, international markets have decisively broken away from traditional US-centric investment models, revealing a complex new economic ecosystem with multiple centers of growth and opportunity.\n\n**International stock markets** have delivered a stunning performance, with the MSCI All Country World ex USA Index surging 29% - its strongest showing since 2009. This represents more than just numerical growth; it's a fundamental reshaping of global investment strategies. South Korea's KOPSI Composite led the charge with an extraordinary 76% gain, while markets from Greece to Indonesia demonstrated remarkable resilience and potential.\n\n**Strategic implications** are particularly significant for cross-border sellers. The **European banking sector's** 65% rally - the most substantial since 1997 - suggests a robust financial infrastructure emerging beyond traditional US markets. This trend is driven by multiple factors: strong bank earnings, strategic financial management, and anticipated increases in defense spending. For businesses, this translates into potentially more accessible financing, expanded lending capabilities, and new market entry opportunities.\n\nThe shift away from US stocks is not merely a temporary fluctuation but a structural transformation. Investors are increasingly cautious about the **US market's concentration**, with the 'Magnificent 7' tech stocks representing over a third of the S&P 500. This concentration raises concerns about valuation risks and market sustainability. In contrast, emerging markets, particularly in Asia, are presenting more diversified and potentially more stable investment landscapes.\n\nFor cross-border e-commerce sellers, these developments demand a strategic recalibration. The emerging market narrative is no longer about peripheral opportunities but about core strategic positioning. Companies must now view international expansion not as an option, but as a critical survival strategy. This means developing flexible logistics, understanding diverse market ecosystems, and being prepared to rapidly adapt to new financial and regulatory environments.",[33,36,39],{"title":34,"answer":35,"author":5,"avatar":5,"time":5},"What opportunities exist for cross-border e-commerce sellers?","The strong performance of international markets, especially in banking and emerging tech ecosystems, creates opportunities for market expansion, more accessible financing, and diversified investment strategies. Sellers should focus on understanding local market dynamics, particularly in high-growth regions like Asia and emerging European markets.",{"title":37,"answer":38,"author":5,"avatar":5,"time":5},"Why are international markets outperforming US stocks?","Multiple factors contribute, including concerns about US market concentration, high tech stock valuations, and the emergence of robust growth in emerging markets like South Korea and Asian economies. The MSCI ex-US index's 29% rise compared to the S&P 500's 17% reflects growing investor confidence in global diversification strategies.",{"title":40,"answer":41,"author":5,"avatar":5,"time":5},"How should businesses adapt to these global market shifts?","Businesses must develop flexible, internationally-oriented strategies that include diversified market presence, understanding local financial infrastructures, and being prepared to quickly pivot between different regional opportunities. This means investing in local market intelligence, building adaptable supply chains, and maintaining financial agility.",[43,48,52,57,60,65,70,74,77,81,85,90,93,96,100,104,108,112,115,119,123,126,130,134,137,141,146,150,154,157,160,164,168,172,175],{"id":44,"title":45,"source":46,"logo":25,"time":47},177186,"International Stocks Crushed the S&P 500. These Indexes Had Their Best Year in More Than a Decade.","https://www.barrons.com/livecoverage/stock-market-news-today-123025/card/international-stocks-crushed-the-s-p-500-these-indexes-had-their-best-year-in-more-than-a-decade--5YxzbOIFE5p3BzWgYGYK?modCode=hp_LEDE_C_LC_1&gaa_at=eafs&gaa_n=AWEtsqeOUHGl8QxoLS8hkWyeDe3xS_J7JRyiGDmwFOu984meZEw7E6_U0Df4&gaa_ts=6953fe2f&gaa_sig=uFn-I-ZkKVPzRWW2sOfoVew1YLqHy0Fy-yBnHafDx8PZniO1oeBHhuhtDDkReOmzDOrg95Ihh6dxXp_Zfv6E7g%3D%3D","2D AGO",{"id":49,"title":50,"source":51,"logo":30,"time":47},177187,"European Bank Stocks Had an Ace Year But Novo and Puma Lost Out","https://www.bloomberg.com/news/articles/2025-12-30/european-bank-stocks-had-an-ace-year-but-novo-and-puma-lost-out",{"id":53,"title":54,"source":55,"logo":5,"time":56},177160,"World Stocks Poised to End Year Way Ahead of the S&P 500 -- WSJ","https://news.futunn.com/en/post/66567958/world-stocks-poised-to-end-year-way-ahead-of-the","9D AGO",{"id":58,"title":45,"source":59,"logo":14,"time":47},178509,"https://www.barrons.com/livecoverage/stock-market-news-today-123025/card/international-stocks-crushed-the-s-p-500-these-indexes-had-their-best-year-in-more-than-a-decade--5YxzbOIFE5p3BzWgYGYK?gaa_at=eafs&gaa_n=AWEtsqflFpJAK_CIUdSNnWaXIRo4IPT55MdUxRhRaOPh0F86oXBbo5vjb6f7&gaa_ts=69543405&gaa_sig=Dxx-ryzEixFIItubdkxnnNSGCtannYee1XGdO4qIwsLS9EdHmyUHIfTFozaFnGMY-pYyCSHYHQJxk62hiORq2g%3D%3D",{"id":61,"title":62,"source":63,"logo":13,"time":64},175752,"2026 Stock Indices Outlook: Dow Jones, Nikkei 225, Hang Seng poised to outperform","https://www.marketpulse.com/markets/2026-stock-indices-outlook-dow-jones-nikkei-225-hang-seng-poised-to-outperform/","6D AGO",{"id":66,"title":67,"source":68,"logo":23,"time":69},175751,"Stock Markets 2025: A Bull Year: Seoul reigns supreme, Madrid tops Europe, Milan second, Fincantieri tops the class, and banks break records.","https://www.firstonline.info/en/borse-2025-un-anno-da-toro-seul-regina-madrid-la-migliore-deuropa-milano-seconda-con-fincantieri-prima-della-classe-e-banche-da-record/","5D AGO",{"id":71,"title":72,"source":73,"logo":11,"time":56},175754,"World Stocks Poised to End Year Way Ahead of the S&P 500","https://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-12-23-2025/card/world-stocks-poised-to-end-year-way-ahead-of-the-s-p-500-ewnhNZMtIyOc7pf6VzP9?gaa_at=eafs&gaa_n=AWEtsqf6-ZbvPO2didMWOapIBZPgId8BYThrB02yusp9eryBhLMv1b-g8au9&gaa_ts=6953c56d&gaa_sig=5k7nGqKPsMhuGMJ-yNgpH49lpWKe4Y9oiMh8AfZAaZXLaoOerwYvhrlG-mKhNuGyj-L1E4rHxFhbzVrQKiAv1Q%3D%3D",{"id":75,"title":72,"source":76,"logo":11,"time":56},177159,"https://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-12-23-2025/card/world-stocks-poised-to-end-year-way-ahead-of-the-s-p-500-ewnhNZMtIyOc7pf6VzP9?gaa_at=eafs&gaa_n=AWEtsqcoWnd-2tTmYkoImUqeodL0wHPXM-0kHc32uDupp1zsXfGMjRgj2NEt&gaa_ts=6953fe2f&gaa_sig=Xq28CNpwBjeqDe-p2UTCqe-QOgf1ImhY1NGSocN2N4vBkDJTT0fiLNykgNRQFzPvGxUl5AjUNlsa_vHGIG5xQA%3D%3D",{"id":78,"title":79,"source":80,"logo":26,"time":56},175753,"International stocks are outperforming their U.S. counterparts by the widest margin since 2009","https://www.marketwatch.com/livecoverage/stock-market-today-dow-sp500-nasdaq-stall-just-shy-of-peaks-gold-record-gdp-data/card/international-stocks-are-outperforming-their-u-s-counterparts-by-the-widest-margin-since-2009-KnGMRxuc18yEh2nOkKeV?gaa_at=eafs&gaa_n=AWEtsqefV3zB9eFEUm9uwO-oDn84zG12WKhL3sighqmMHOl4TuxgfnX72TmL&gaa_ts=6953c56d&gaa_sig=Im7r2ekLHVuUFj-hUdsG14_qc7udYi0ssKy0_0mqEMwy5DbFnKYJhKWlGB8X5PT1rgkFl14ATQqp_Uv3NehR6w%3D%3D",{"id":82,"title":83,"source":84,"logo":24,"time":47},177157,"World Markets Have Outrun Wall Street by a Decent Margin","https://www.newser.com/story/381152/world-markets-have-outrun-wall-street-by-a-decent-margin.html",{"id":86,"title":87,"source":88,"logo":10,"time":89},177158,"Opportunities Are Knocking Outside the U.S. Too","https://www.barrons.com/articles/wp-bar-0001545928?gaa_at=eafs&gaa_n=AWEtsqcOo6yVev9pUPrhmTAUYfQFqPe4YRA96HEsL3SpegEUAhLPVe2H9fRD&gaa_ts=6953fe2f&gaa_sig=BmRn7GI2GBrZ0CDLJOO0LFInoQ1bsbmC_k3otEoP62a8_dW40VWr5_5nk1RLGpg95NulgcTA5FmOq2pctmrn3A%3D%3D","3D AGO",{"id":91,"title":72,"source":92,"logo":11,"time":56},179830,"https://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-12-23-2025/card/world-stocks-poised-to-end-year-way-ahead-of-the-s-p-500-ewnhNZMtIyOc7pf6VzP9?gaa_at=eafs&gaa_n=AWEtsqd5SoVxpJKiIuoTdCYeCpg30uxxQtucF6DDonGOT9zlfHOm1POIvrVQ&gaa_ts=69546ec2&gaa_sig=AQ8jRfHzVTbqL_Fr-ZfO98jpivJUu0VSf9aAUP03yJ-IcG7xMPnR7VXU44FsqRcr5rm1aGNcM-Hezc5wYhjicw%3D%3D",{"id":94,"title":87,"source":95,"logo":10,"time":89},175750,"https://www.barrons.com/articles/wp-bar-0001545928?gaa_at=eafs&gaa_n=AWEtsqegAhOqHaxYgDL2auHTdL70kIFIPG7uV4YaSm_kc6ULMkJeemMzi-dm&gaa_ts=6953c56d&gaa_sig=E-C0-PZlM4lZz8fd8lHvDYyv-z4lAlqECdcypflFzCy8T6HREmykgvpndxuLzuPwyRDI-g3zAWnPm5yCVinjeA%3D%3D",{"id":97,"title":98,"source":99,"logo":28,"time":47},177155,"European banks powered a record year for stocks, while Novo and Puma lagged","https://www.equiti.com/sc-en/news/breaking-data/european-banks-powered-a-record-year-for-stocks-while-novo-and-puma-lagged/",{"id":101,"title":102,"source":103,"logo":20,"time":47},177156,"A handful of global stock indexes are having their best year in over a decade","https://www.marketwatch.com/livecoverage/stock-market-today-dow-sp500-nasdaq-dip-silver-gold-rally/card/a-handful-of-global-stock-indexes-are-having-their-best-year-in-over-a-decade-9gnnih7yBVobF6uiwESQ?gaa_at=eafs&gaa_n=AWEtsqfWkNbDW70xbPEs_V9W5ylnOy6yNXONVrIem_tmdcjl4hvR4ZruWlD4&gaa_ts=6953fe2f&gaa_sig=dkdYAKI9JfGwJLmM51lHq_FWgwUT_z9YDAzc-V2KCo7d7WJP5xyUFSwJAfvLs6F8haiTdxYur_c2k4nNiKvgtA%3D%3D",{"id":105,"title":106,"source":107,"logo":15,"time":89},175749,"Acceleration of 'De-Americanization' in Global Stock Markets in 2025: S&P 500 Rises 17%, Lagging Behind Global Markets by the Largest Margin Since 2009","https://news.futunn.com/en/post/66745591/acceleration-of-de-americanization-in-global-stock-markets-in-2025",{"id":109,"title":110,"source":111,"logo":21,"time":89},175748,"U.S. Stocks Up 18% This Year, But Global Markets Surge 29%","https://cm.asiae.co.kr/en/article/2025123004481758543",{"id":113,"title":87,"source":114,"logo":10,"time":89},179829,"https://www.barrons.com/articles/wp-bar-0001545928?gaa_at=eafs&gaa_n=AWEtsqfSaFr-tmfUibODAVG46T_TbYOin0BGlVxHozGh4FC8msoVMr4C8D6e&gaa_ts=69546ec2&gaa_sig=BubtaDmfimW95oLzhFh80cBF3nPskKbxp5jndO7TQXj9Ak3pbg32JXq4i6noFtsnCl-hHF1BJFm-hq4_OpoySw%3D%3D",{"id":116,"title":117,"source":118,"logo":18,"time":47},175745,"Global stock markets head for best year since 2019; Octopus Energy to spin out $8.65bn Kraken – business live","https://www.theguardian.com/business/live/2025/dec/30/global-stock-markets-best-year-since-2019-us-dollar-trade-war-octopus-energy-ftse-pound-business-live-news-updates?filterKeyEvents=false&page=with%3Ablock-695380b08f0883df52b5a78a",{"id":120,"title":121,"source":122,"logo":19,"time":47},175965,"Why American stocks are out of favor on the global stage","https://www.axios.com/2025/12/30/stocks-world-trump-jpmorgan",{"id":124,"title":102,"source":125,"logo":20,"time":47},179828,"https://www.marketwatch.com/livecoverage/stock-market-today-dow-sp500-nasdaq-dip-silver-gold-rally/card/a-handful-of-global-stock-indexes-are-having-their-best-year-in-over-a-decade-9gnnih7yBVobF6uiwESQ?gaa_at=eafs&gaa_n=AWEtsqfTgv2h6lnyWqBVl_7_MyJtIZKYAjMw5M6P8k76EHSwfMaKvuJ4nJJ9&gaa_ts=69546ec2&gaa_sig=60FVPzZGDnYbABh0ceQL0DXfIRsfvXN4kwSeCOScjqCJRjaiJ_FUNEnvnv5zk3Imb_UwvKbcj3h2Dc2DjkYSqw%3D%3D",{"id":127,"title":128,"source":129,"logo":22,"time":47},175744,"Kospi outperforms all other major global indexes in 2025, as non-U.S. markets overshadow S&P","https://koreajoongangdaily.joins.com/news/2025-12-30/business/economy/Kospi-outperforms-all-other-major-global-indexes-in-2025-as-nonUS-markets-overshadow-SP/2489467",{"id":131,"title":132,"source":133,"logo":29,"time":47},175964,"Global stock markets head for best year since 2019 as European stocks hit record high – business live","https://www.theguardian.com/business/live/2025/dec/30/global-stock-markets-best-year-since-2019-us-dollar-trade-war-octopus-energy-ftse-pound-business-live-news-updates",{"id":135,"title":45,"source":136,"logo":14,"time":47},179827,"https://www.barrons.com/livecoverage/stock-market-news-today-123025/card/international-stocks-crushed-the-s-p-500-these-indexes-had-their-best-year-in-more-than-a-decade--5YxzbOIFE5p3BzWgYGYK?gaa_at=eafs&gaa_n=AWEtsqcMQMFzTGYku_FHY5ZatG3ziiqZyusaQ5VOM3rfzmObEp2ZTvk9s2b9&gaa_ts=69546ec2&gaa_sig=uryudO5wfLlRM0eoDoAMo2X1qy7BbA-v2DCvF79D4PQNdk8pcgcmJjJvSPuHEnLXMX2sXtt0eMis3CLHprcLBQ%3D%3D",{"id":138,"title":139,"source":140,"logo":5,"time":47},175747,"S&P 500 up 17.4% this year as global indexes outpace","https://tradersunion.com/news/market-voices/show/1172484-sp-500-yearly-gain/",{"id":142,"title":143,"source":144,"logo":12,"time":145},178516,"Will the U.S. market continue to lead globally in 2025, and will this situation persist?","https://news.futunn.com/en/post/66697345/will-the-us-market-continue-to-lead-globally-in-2025","4D AGO",{"id":147,"title":148,"source":149,"logo":27,"time":47},175746,"Tuesday papers: US stocks lag global markets in 2025 as investors diversify","https://citywire.com/new-model-adviser/news/tuesday-papers-us-stocks-lag-global-markets-in-2025-as-investors-diversify/a2481091",{"id":151,"title":152,"source":153,"logo":5,"time":89},175966,"S&P 500 Set to Underperform Global Peers by Most Since 2009","https://www.tipranks.com/news/sp-500-set-to-underperform-global-peers-by-most-since-2009",{"id":155,"title":72,"source":156,"logo":11,"time":56},178517,"https://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-12-23-2025/card/world-stocks-poised-to-end-year-way-ahead-of-the-s-p-500-ewnhNZMtIyOc7pf6VzP9?gaa_at=eafs&gaa_n=AWEtsqeHUIKn4gdOFw89VesRoktSNIWpI7TWg2dkm1bypL3fUKCU5P_M1e_P&gaa_ts=69543405&gaa_sig=fl_0uFtg_zgH_TloCL1m_GbjhSqLARrkMhv6SKQF5PULUZMBhhbxKAd2HSVh7mRbbOYeWrfUk5RbY3xd2FU5Tw%3D%3D",{"id":158,"title":87,"source":159,"logo":10,"time":89},178514,"https://www.barrons.com/articles/wp-bar-0001545928?gaa_at=eafs&gaa_n=AWEtsqfR7O1E0KJ_f-KSjqGE2wLshxkNo9am9VMCtEsaZR8f6LsPnVf3Rkul&gaa_ts=69543405&gaa_sig=2W13wCRoD4Lj1myI59e3vJnqBK9t-_2Qg0hwQl8apn-gzwZ5ENPsNiDzEWRA0Arp0bvbSOmgjrez9dPjNboelQ%3D%3D",{"id":161,"title":162,"source":163,"logo":5,"time":145},178515,"Opinion: The ugly, expensive, death of American Exceptionalism","https://www.digitaljournal.com/world/opinion-the-ugly-stupid-expensive-death-of-american-exceptionalism-and-the-dumb-kids-that-never-grew-up/article",{"id":165,"title":166,"source":167,"logo":16,"time":47},178512,"Global markets outperform the US in 2025","https://www.msn.com/en-us/money/topstocks/global-markets-outperform-the-us-in-2025/vi-AA1TiSkI?ocid=finance-verthp-feeds",{"id":169,"title":170,"source":171,"logo":5,"time":47},178513,"European Banks Drive Stoxx 600 to Record Year, Outpacing US Markets","https://finance.yahoo.com/news/european-banks-drive-stoxx-600-164524483.html",{"id":173,"title":102,"source":174,"logo":20,"time":47},178510,"https://www.marketwatch.com/livecoverage/stock-market-today-dow-sp500-nasdaq-dip-silver-gold-rally/card/a-handful-of-global-stock-indexes-are-having-their-best-year-in-over-a-decade-9gnnih7yBVobF6uiwESQ?gaa_at=eafs&gaa_n=AWEtsqfdawIWHiqN9LUcOF_Cr_2Mx9YvnDEWP11SEZBTemr0Wjjg55SMJZsF&gaa_ts=69543405&gaa_sig=dlNS-ktKulLwT4LkWg6PJosbteER_6GnjMYPlLOahnEV1QSC9YBUlZAgfIPyWMpYNz4nZU3c1SNWTYrSDGwNKg%3D%3D",{"id":176,"title":177,"source":178,"logo":17,"time":47},178511,"Eurostar disruption: Channel tunnel operator announces ‘gradual’ resumption to train traffic after power supply problem halts services – business live","https://www.theguardian.com/business/live/2025/dec/30/global-stock-markets-best-year-since-2019-us-dollar-trade-war-octopus-energy-ftse-pound-business-live-news-updates?filterKeyEvents=false&page=with%3Ablock-695371c38f08892a3e2b0b11","#267f7eff","#267f7e4d",1767324649035]