Martin Currie Emerging Markets Portfolios Q1 2025 Commentary
Source: SeekingAlpha
2025-05-06 11:15:00 ET
Summary
- Emerging markets gained nearly 3% during the first quarter. The asset class saw a broad-based recovery across most countries, with only a few lagging in the period.
- Notable detractors included Globant, Taiwan Semiconductor Manufacturing Company and Quanta. There were no new buys or sells during the quarter.
- As we progress further into 2025, we think the key drivers of EM returns, and thus the biggest opportunities, will be technology, India, and China.
Performance Data
Average Annual Total Returns (USD %)
3 Mths | YTD | 1 Year | 3 Year | 5 Year | 10 Year | 20 Year | Since Inception (12/31/1993) | |
Martin Currie Emerging Markets Portfolios - Pure GROSS | 3.18 | 3.18 | 5.56 | -0.76 | 6.01 | 4.74 | 6.45 | 4.58 |
Martin Currie Emerging Markets Portfolios - NET | 2.39 | 2.39 | 2.40 | -3.74 | 2.83 | 1.59 | 3.26 | 1.44 |
MSCI EM Index Mix | 2.93 | 2.93 | 8.09 | 1.44 | 7.94 | 3.82 | 6.29 | 4.88 |
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Martin Currie Emerging Markets Portfolios Q1 2025 Commentary
Globant S.A.
NASDAQ: GLOB
GLOB Trading
14.78% G/L:
$38.36 Last:
4,362,923 Volume:
$37.45 Open:
GLOB Latest News
GLOB Stock Data
$2,650,661,680
43,164,647
N/A
116
N/A
Software & IT Services
Technology
LU
Luxembourg
