How fund selectors are playing emerging markets with ETFs

Investors have jumped on the opportunities in emerging markets so far this year, using ETFs as both tactical and long-term plays

Theo Andrew

Emerging markets chart

Sentiment can change quickly in the investment world and nowhere is this more apparent than in emerging markets. Hit hard during the pandemic recovery due to China’s zero-COIVD policy, the emerging market giant’s crackdown on its own tech firms and the strengthening US dollar, the MSCI Emerging Market index returned -22.6% versus 3.7% for the MSCI World index in the two years to the end of 2022.

Now however, many of the headwinds facing emerging markets have turned into tailwinds and investors have been quick to jump on the opportunities offered by China’s re-opening, its softening stance on its technology sector and the depreciating US dollar...

This article first appeared in ETF Insider, ETF Stream's monthly ETF magazine for professional investors in Europe. To read the full article, click here.


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