Emerging markets' power and potential is lost in equity allocations

In fact, there are interesting dynamics in developing markets that we feel investors should start paying attention to. Investors in EM stocks are searching for light at the end of a long tunnel. After the 2001-2010 boom, the MSCI Emerging Markets delivered annualised returns of just 0.9% in US dollar terms from 2011 through 2022. China's reopening brings optimism but investors remain wary Past performance, however, overshadows the future potential of EM, which is often understated in global allocations. Consider the sheer size of EM countries, which contain 52% of the world's popul...