Improved Fundamentals
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Currency Dynamics
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Diversification
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Diversification

EM's diverse geographies and sectors present opportunities to uncover a broad range of high-quality investment ideas. They also tend to have low correlation with DM, which can help diversify a portfolio and potentially reduce overall risk.
Improved Fundamentals
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Improved Fundamentals

Improved fiscal management, corporate reforms, attractive valuations (compared with DM), and earnings recovery could serve as catalysts for further gains in EM.
Currency Dynamics
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Currency Dynamics

Exchange-rate movements, notably US dollar weakness, have historically influenced the performance of EM assets. Similar conditions today are supportive of EM.