We believe emerging market (EM) equities appear overlooked, underpriced, and ripe for outperformance relative to the S&P 500 Index. We see an abundance of structural stock picking opportunities in EMs, most notably in India, Brazil, Southeast Asia, Greece, and Mexico. Despite attractive valuations and a potential tailwind from a weaker U.S. dollar, driven by the likely peak of the U.S. monetary policy cycle, it is our view that active management remains vital, as the asset class also carries pockets of risk. The Global X Emerging Markets Great Consumer ETF focuses on identifying companies with high-quality management teams and business models that we believe are best placed to benefit from secular growth in domestic spending across emerging markets.
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Related ETFEMC – Global X Emerging Markets Great Consumer ETF