abrdn Emerging Markets Fund Q1 2025 Commentary

2025-05-29 10:20:00 ET

Summary

• The Fund returned 0.26% over the quarter, lagging the benchmark by 267 basis points.
• Negative stock selection in China and Taiwan were the key drivers of the underperformance, while selection effects in India added value.
• Consensus heading into 2025 was one of US exceptionalism with tax cuts, deregulation and tech dominance leading US and global equities higher.

Fund performance

The Fund returned 0.26% over the quarter, lagging the benchmark by 267 basis points (bps). Negative stock selection in China and Taiwan were the key drivers of the underperformance, while selection effects in India added value.[1]...

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