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

An Emerging Markets ETF That's Catalyst-Rich

One of the big 2025 stories has been the resurgence of emerging market equities. As of September 9, the MSCI Emerging Markets Index was outpacing the S&P 500 by a nearly 2-to-1 margin.

ETF Trends • Sep 15, 2025

Emerging Market Stocks Eye Renaissance

In the early part of this century, emerging market equities were all the rage. And those stocks delivered on the hype.

ETF Trends • Mar 12, 2025

XSOE: One Of The Key Ways To Outperform In Emerging Markets

Emerging markets are entering a new bull run, driven by improved inflation and stronger economic growth prospects. 2025 looks like a good time to increase exposure to these markets. Non-state-owned enterprises generally offer higher asset quality and innovation, outperforming SOEs; Wisdom Tree's ETFs avoid SOEs for better returns.

Seeking Alpha • Dec 10, 2024

If Korea's Stock Market Follows Japan, Many Emerging Markets Funds Won't Have It

By Jeff Weniger, CFA, Head of Equity Strategy Key Takeaways South Korea's classification as an “emerging” or “developed” market affects funds' allocations, with some emerging markets funds having no exposure to the country. The “Korea Discount” refers to the low valuations placed on South Korea's stocks relative to stocks in other countries.

ETF Trends • Apr 6, 2024

Emerging Markets Growth Remains Solid Amid Intensifying Inflationary Pressures

Emerging markets continued to expand at a solid pace midway into the first quarter of 2024, supported by broad-based expansion across both manufacturing and service sectors.

Seeking Alpha • Mar 14, 2024

EM Central Banks: More Easing In The Cards?

Emerging markets have taken solace in the view that the U.S. hiking cycle is over, helping deliver strong returns in 2023. Slowing global inflation has been due to sharply lower core goods inflation, while service prices have remained stickier.

Seeking Alpha • Feb 16, 2024

Emerging Markets Conclude 2023 On Better Note Than Developed Markets

Emerging markets will also be looking closely at economic conditions in mainland China, which will be a key determinant of broader emerging market growth in 2024. A key reason for diverging emerging and developed market performance was the marked variation in demand conditions.

Seeking Alpha • Jan 17, 2024

Ongoing Tech Action in Emerging Markets ETF XSOE

Investors can consider many different factors when looking to an ETF, but tech action offers a view that stands out from the others. Understanding a tech chart offers one view on a strategy outside of its investing approach, AUM, or performance.

ETF Trends • Dec 12, 2023