Why India Is The Must-Own Emerging Market And How To Play It

2026-02-18 10:26:00 ET

In 2025, emerging markets began to outperform, as many market savants had been predicting for a year or two. The EM outperformance was part of a general movement toward international investments, which had been out of favor for more than a decade. Emerging markets looked especially cheap compared to US stocks. Prognosticators pointed out that market leadership regularly flips from US to foreign investments and back again roughly every decade. This time the U.S. has led quite a bit longer, starting with the recovery from the housing/mortgage-backed securities collapse in 2009 as the Fed suppressed interest rates and held them near zero for more than a decade....

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