AI & “Ex-China” Rewriting the Emerging Markets ETF Playbook

The action in Emerging Markets ETFs this year has been really interesting to watch. From record-breaking asset flows to impressive results, albeit massively dispersed, this category of funds has had quite a ride so far in 2026.

ETF Trends • Jul 8, 2026

3 iShares ETFs Crushing the S&P 500 by 30 Points in 2026

Three funds dominate the emerging markets ex-China conversation right now, and each one has put meaningful daylight between itself and the S&P 500 so far this year.

24/7 Wall Street • Jul 5, 2026

The Overlooked EM ETF (XCEM) Is Up 38% YTD — What the S&P 500 Took Five Years to Match in Just Five Months

A dollar put into Columbia EM Core ex-China ETF (NYSEARCA:XCEM) on the last trading day of 2025 was worth about $1.38 by the close on June 3, 2026.

24/7 Wall Street • Jun 8, 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

An Emerging Markets ETF Soared 50% Without Owning a Single Chinese Stock

Most emerging market ETFs are built around the same assumption: that China's economy and equity markets will drive returns for decades.

24/7 Wall Street • Feb 13, 2026

How To Erase China From Your Portfolio As U.S. Relations Sour

The on-again-off-again trade war between the U.S. and China is enough to keep investors guessing. Some investors are avoiding China stocks.

Investors Business Daily • Oct 16, 2025

China's Problems Are Impossible To Hide Anymore

It's easy to invest in China ETFs when the economy is growing quickly. But with China's sluggish economy, the entire equation changes.

Investors Business Daily • Jul 25, 2024

China's Strong, Silent Bull Cycle: Driving Renewed Interest?

Global equity ETFs have seen a steady drumbeat of inflows all year long, but one major player has been left out of the party. China has climbed a great wall of worry for years – with a property debt crisis, a disastrous equity slump, and a slow exit from COVID-19 restrictions.

ETF Trends • May 15, 2024

What You're Missing in Foreign Equities

U.S. investors have so many options to choose from in the domestic equities landscape. From big tech to disruptive tech to utilities and healthcare companies, there's something for all types of investors.

ETF Trends • May 9, 2024