2024-02-03 22:33:00 ET
Summary
- After a difficult year in 2023, we’re seeing signs that a recovery may be brewing for emerging-market equities.
- Over the longer run, since 2001, EM stocks have outpaced the MSCI World.
- Innovation, reshoring efforts by global manufacturers, and the global push for climate resilience are growth drivers that will benefit select EM countries and companies, in our view.
- 75% of the MSCI EM’s weight is outside of China.
By Sammy Suzuki, CFA
Emerging-market equities have a bad rap. But a lost decade may have set up promising conditions for a recovery. ...
Read the full article on Seeking Alpha
For further details see:
Rethinking Three Misconceptions About Emerging-Market Equities