Emerging Markets: Too Big to Ignore in 2022
Emerging markets (EM) are entering 2022 from a low base after their economic recovery was hindered by the resurgence of COVID-19 variants, China’s
Emerging markets (EM) are entering 2022 from a low base after their economic recovery was hindered by the resurgence of COVID-19 variants, China’s
As an eventful year heads into the final stretch, let’s evaluate one of our highest conviction investment themes in recent years. Do we still
For many emerging markets (EM) investors, navigating 2021 has felt like walking through a minefield. The Chinese government’s rolling wave of
The financial world seems fixated on Evergrande, the Chinese real estate company with a larger-than-life CEO and larger-than-average debt
Chinese technology companies have been in the spotlight lately, and a few under-reported details stand out. When the Ant Financial IPO was delayed,
The value factor has outperformed growth globally, including in emerging markets (EM), since the last half of 2020. Valuations for growth companies
This article is relevant to financial professionals who are considering offering model portfolios to their clients. If you are an individual investor
Coming into the year, WisdomTree’s Model Portfolio Investment Committee was positive on economic growth and risk assets. The Committee believes a
Over the past year, the WisdomTree Emerging Markets ex-State-Owned Enterprise Fund( XSOE) has seen impressive outperformance relative to its largest
For outsiders, it is common to view China as monolithic, with its central government dominating international news. When we map the WisdomTree
WisdomTree’s family of ex-state-owned enterprises (ex-SOE) Indexes was designed to represent the performance of emerging markets companies without
The embedded risks for investors from conflicts of interest in state-owned enterprises (SOEs) is something we’ve highlighted in recent months. A
China is leading global equity markets higher this year, expanding on its strong gains from last year. This is particularly true for tech stocks: The
Emerging market (EM) equities cooked up a massive rally at the end of 2020, gaining 55% over the last nine months of the year and beating the S&P
On December 2, 2020, the House of Representatives voted to pass the Holding Foreign Companies Accountable Act, which passed the Senate in May.