24/7 Wall Street
09 Jun 2026, 02:33 UTC · 2h ago
Emerging Markets Are Delivering Over 22 Percent Returns and Most American Investors Are Missing It Entirely
24/7 Wall Street
09 Jun 2026, 02:33 UTC · 2h ago
Story key points
4 claims · impact-rated
Franklin Templeton's 2026 outlook forecasts a weakening U.S. dollar and synchronized monetary easing across emerging market central banks. — A weaker USD and falling local rates typically act as a strong catalyst for capital inflows into emerging market equities and bonds.
+0.60Emerging market earnings growth is expected to match that of the United States over the next 12 months. — Matching US growth would signal a fundamental shift in value toward EM assets relative to domestic large caps.
+0.40EM funds excluding China (EMXC) have significantly outperformed broad EM funds (IEMG) and the S&P 500 year-to-date, driven by strengths in Taiwan, South Korea, and India. — Highlights a growing performance divergence based on China's structural headwinds versus regional tech and banking strength.
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Broad EM indices are heavily concentrated in Asian technology, with Taiwan Semiconductor and Samsung serving as dominant holdings. — Indicates that EM exposure is effectively a proxy bet on the global semiconductor cycle and AI infrastructure.
+0.20Ticker attribution
Model heads
The fund has seen standout returns of 29% YTD and 60% over the past year due to its exclusion of China.
Cited as a top holding doing the 'heavy lifting' in EM returns through its chip foundries.
Identified as a key driver of EM returns as a South Korean memory maker.
Identified as a key driver of EM returns as a South Korean memory maker.
Strong YTD returns of 20% and praised as the lowest-cost way to buy the emerging market asset class.
Positive returns of 19% YTD and high liquidity for traders, though hampered by a high expense ratio.
Mentioned as part of the China block facing structural headwinds and policy risk.
Mentioned as part of the China block facing structural headwinds and policy risk.
Mentioned only as a historical reference point for an analyst's success.
No ticker relationship head found.
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