The new year is fast approaching, and with it comes a fresh opening for markets. Thriving economies will have the chance to solidify their positions, while stability and growth in specific sectors give hope for a bull market. Anticipation is also high for IPOs of promising companies in healthcare, technology, and fintech. Although various sectors and companies face challenges, the opportunities ahead provide reasons for optimism. Analysts at Freedom24 have outlined key trends and potential debuts for 2025.
The Asian Tigers
Southeast Asia is experiencing a noticeable increase in middle-class incomes. This indicates not only growing demand but also the overall growth of Asian economies. These economies are also showing stability, which in 2025 may allow them to benefit from “nearshoring” or “friendshoring”—the practice of moving production to geographically or politically friendly countries in response to rising geopolitical tensions.
China may once again dominate the region economically. Stabilization efforts in China have the potential to attract capital flows and strengthen local markets. However, failure to stabilize could lead to disruptions in supply chains across the region.
Outside of China, India stands out as another significant Asian leader. Both countries share massive investments in new nuclear power plants, essential for supporting modern, energy-intensive economies and the growing implementation of AI. This bodes well for the uranium sector in the coming year. The growth of this industry is part of a larger puzzle: nuclear energy is one of the clean energy sources poised for growth due to global decarbonization goals.
It is worth noting that Southeast Asia mirrors Central and Eastern Europe in terms of trends that can be capitalized on. The most significant trends are nearshoring, renewable energy, and nuclear power—drivers of large-scale external investments that are becoming increasingly popular in both regions.
Healthcare is Priceless
The outlook for Europe itself is driving a bullish trend in the healthcare sector. Aging populations in developed countries are fueling demand for new health solutions. This sector is driven by constant innovation, a trend that shows no signs of slowing down in 2025. Biotech and pharmaceutical companies offering personalized medicine and gene editing are particularly well-positioned.
A prime example of the healthcare sector’s strength is Medline Industries, a major supplier of healthcare equipment, ranging from surgical tools to infection control systems. The company is planning an IPO in 2025 and is aiming for a valuation of $50 billion. This strong debut is made possible by the growing demand in the medical sector.
Stable Position of the Technology Sector
The technology sector continues to lead global growth, driven by rapid advancements in artificial intelligence, cloud computing, and cybersecurity. In 2025, companies in these segments with small and mid-cap valuations are expected to benefit from the growth trend. Additionally, strong demand for infrastructure supporting 5G and edge computing will bolster the sector next year. Significant capital flows in the tech industry are likely to attract Southeast Asian, Indian, and Chinese economies.
Companies expected to go public in 2025 include Discord, Databricks, and CoreWeave. These firms specialize in communication, data analysis, and cloud computing, respectively. CoreWeave’s strategy focuses on supporting computation-intensive applications, aligning perfectly with the AI adoption trend across industries, making it a growth leader in tech. Discord and Databricks are also successful but face stiff competition from giants like Microsoft and Amazon. In addition to their IPO strategies, they will need to prove their superiority in their fields throughout 2025.
Digital Banking in Demand
Rumors suggest that Revolut may also consider an IPO next year. This digital banking app has become a key player in the fintech space, offering services like currency exchange, cryptocurrency trading, and stock investments. Revolut benefits from the rising popularity of digital banking, especially among younger generations, but faces regulatory challenges.
Though Revolut’s IPO is not certain, trends and forecasts for 2025 suggest it may happen. In addition to digital banking, blockchain technology integration offers new opportunities for the financial services sector. Monetary policy normalization is another positive factor. Improved credit conditions, along with increased activity in insurance and asset management, are expected to drive profits in this sector.
Challenges Ahead
Despite these positive forecasts, some less optimistic perspectives need attention. The automotive sector may face challenges due to supply chain tensions, rising production costs, and the financial implications of transitioning to electric vehicles.
The commercial real estate market may also encounter problems. The rise of remote work and e-commerce is reducing demand for office and retail space, such as shopping malls. This trend leads to oversupply and declining property valuations.
Moreover, heightened consumer and public debt cannot be ignored. Potential increases in interest rates or external shocks could increase the vulnerability of companies and countries—especially those with significant debt.
Disclaimer: Your capital is at risk. Past performance is not indicative of future results, and there is no guarantee that any investment strategy will achieve its goals. It is essential to conduct thorough research and consider consulting a qualified financial specialist before making any investment decisions.
Source: https://managerplus.pl/2025-na-gieldach-nowe-trendy-nowe-szanse-41218 
