"You look at Indonesia which is also is getting benefited because a lot of uh uh factories are moving towards Vietnam towards Indonesia just because of deglobalization. So these days countries so tariffs right? Yeah. The moment US put tariffs on on different countries right now for example China if you see real estate in China it has plunged by 15%. You look at the industrial output, it's down.5% in single month. That's a big drop since 2020. This is the biggest the drop has been. So people are moving from China. They're more scared of investing in China. So where they would invest India, Vietnam, other other emerging markets, Indonesia for example, Singapore for example. So you allocate it that way."
By Finance With Sharan | December 24, 2025 | Correct
From video
Is a 2026 Market Crash Coming? | Expert Insights to Protect Your Wealth | Yogesh Khairajani | FWS 86 00:10:54 - 00:11:39
Interpreted Prediction
Emerging markets in Southeast Asia, such as Indonesia, Vietnam, and Singapore, are expected to benefit from deglobalization and tariffs on China, leading to factories and investments shifting from China to these countries.
AI Evaluation Notes
Evaluated on 2026-04-26
Data from early 2026 confirms that the 'China-plus-one' strategy continues to drive manufacturing investment into Vietnam and Indonesia, while Singapore remains a key regional hub for capital allocation. The trend of supply chain diversification away from China persists, aligning with the prediction.

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