Emerging Markets Are Delivering Over 22 Percent Returns and Most American Investors Are Missing It Entirely

The S&P 500 is up about 8% year to date. The same money parked in iShares MSCI Emerging Markets ex China ETF (NASDAQ:EMXC) is up roughly 29.2%.

24/7 Wall Street • Jun 9, 2026

The Ex-China Files: ETFs to Watch Amid Trump's High-Stakes Visit

Investing in emerging markets (EM) used to be synonymous with getting exposure to China. It's an ideal notion, given that it's the second largest economy and thus commands a heavy weight in standard EM benchmarks.

ETF Trends • May 13, 2026

The China Rotation Is Real: 3 ETFs Capturing 19% Gains in 2026

Geopolitical tensions and governance concerns in China have prompted institutional investors to reallocate emerging-market exposure toward India, Brazil, Southeast Asia, and Mexico.

24/7 Wall Street • May 7, 2026

EMXC: A Ex-US Buy On Ex-China And Semiconductors

The iShares MSCI Emerging Markets ex China ETF (EMXC) is rated a buy, driven by structural capital rotation out of China and strong U.S. policy support for friend-shoring. EMXC offers concentrated exposure to Asian semiconductors and Indian financials, with TSMC, Samsung, and SK Hynix comprising over 29% of the fund. Sector allocation is heavily tilted to technology (40.39%) and financials (21.66%), making EMXC more a focused tech/financials play than a broad EM vehicle.

Seeking Alpha • Apr 15, 2026

EMXC: The Case For Emerging Markets Without China

EMXC removes China's 25% drag from EM exposure, capturing semiconductor and financial strength across Taiwan, South Korea, and India instead. Five-year annualized outperformance of 471 basis points over EEM, with a Sharpe ratio of 0.50 vs. EEM's 0.20, makes the ex-China thesis quantifiable. Key risks include Taiwan Strait concentration (TSMC at 17.79%), India-Pakistan tensions, and fee competition from Vanguard's VEXC at 0.07%.

Seeking Alpha • Apr 8, 2026

EMXC: An Attractive Way To Play Emerging Markets

The iShares MSCI Emerging Markets ex China ETF (EMXC) offers large and mid-cap emerging market exposure while excluding exposure to China. EMXC has outperformed the broader EEM ETF since inception, largely due to its lack of Chinese equity exposure. TSM represents outsized exposure for EMXC and thus forming a view on this stock is key to forming a view on EMXC.

Seeking Alpha • Jan 20, 2026

Emerging Markets: The Next Phase In Market-Broadening

At the same time developed markets have been generating policy and macro noise, emerging markets have been quietly outperforming. The inextricable relationship between the direction of U.S. monetary policy and emerging market risk assets remains powerful, but this time the rally is not just about the Fed.

Seeking Alpha • Jan 19, 2026

The Big Squeeze: EM Mega Caps Up, Breadth Down

Emerging markets equity returns have been driven by extreme mega-cap concentration, with index breadth collapsing to historic lows and masking weakness across much of the opportunity set. This concentration has distorted relative results for active managers, particularly those constrained by diversification rules or broad benchmarks, as small-cap underperformance and index construction limit flexibility.

Seeking Alpha • Dec 17, 2025

EMXC: Emerging Markets Exposure Without China Tariff Risk

The iShares MSCI Emerging Markets ex China ETF invests in emerging markets such as Taiwan, India, and South Korea. While recent headlines suggest tariffs on China will be reduced by 10%, they remain elevated at 47%, with tensions between the U.S. and China likely to simmer. Against this backdrop, EMXC offers investors the opportunity to benefit from attractive emerging markets valuations while mitigating the risk of new China tariffs.

Seeking Alpha • Oct 30, 2025

Institutional Investor Exits Emerging-Markets ETF After Big Rally — Here's What to Know

Adventist Health System West sold 837,660 shares of EMXC valued at $52.9 million in the quarter. The change represented 8.6% of 13F reportable assets under management.

The Motley Fool • Oct 24, 2025