Something Rare Is Happening In Emerging Markets - And You Are Still Missing It

2026-02-24 15:27:20

Emerging markets are experiencing a significant resurgence, with the iShares MSCI Emerging Markets ETF (EEM) achieving its longest winning streak since 2005 and outperforming the S&P 500 by 13 percentage points in two months. This shift is driven by a rotation out of U.S. tech into commodities, more attractive valuations in emerging markets, and a weakening U.S. dollar. The article questions whether this is a tactical bounce or the beginning of a structural shift away from U.S. mega-cap dominance.

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