The emerging markets rally has reached its strongest level in 15 years. Crucially, a weaker U.S. dollar and better macro data are driving gains. Moreover, investors want to know if the move is early or late. The answer depends on…
In recent months, emerging markets have experienced a surge in equities, currencies, and bonds. This surge is fueled by growing expectations of a rate cut boost from major central banks such as the US Federal Reserve (Fed) and the European…
The MSCI Emerging Markets (EM) Index is a pivotal benchmark for investors seeking exposure to emerging markets. It offers insights into the dynamic and rapidly evolving economies of countries like China, India, and Brazil. This article explores the drivers of…
Amid divergent central bank policies, the MSCI Emerging Markets Index has underperformed its developed-market peers—down 5.0% YTD versus the MSCI World’s –0.8% through April—offering investors deeper insight into currency volatility in emerging markets and commodity headwinds reshaping emerging market investments…
MSCI Emerging Markets, the flagship benchmark for developing-world equities, tracks large- and mid-cap stocks across 24 emerging-market countries—thereby covering about 85 % of each local market’s free-float capitalisation and consequently serving as the core yard-stick for EM equity portfolios worldwide.…