Emerging Market Funds Are Beating the S&P 500. The Rally Is Real.
Affected assets and topics
Why it matters
Emerging market funds have outperformed the S&P 500 in 2025, with the MSCI Emerging Markets Index rising 34% last year, nearly double the S&P 500's return. This performance is reminiscent of the early 2000s, when China's growth and a weak U.S. dollar fueled strong growth in emerging markets. The rally in emerging markets is gaining attention from investors.
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Expected market reaction
Market impact analysis based on bullish sentiment with 90% confidence.
Evidence trail
Evidence
AI provenance
Technical identifiers
- Provider tag
- groq-llama-3.1-8b-instant
- Analysis version
- groq-llama-3.1-8b-instant
- Article id
- 29509
Original source
Investors may have overlooked one of 2025’s strongest market performers: emerging markets. The MSCI Emerging Markets Index rose 34% last year, nearly double the 17.8% total return. Emerging markets’ last heyday was in the early 2000s, when China’s boom, a commodities supercycle, and a weak U.S. dollar powered a decade of strong growth.
Read the full article on Yahoo Finance
Original article published by Yahoo Finance on January 7, 2026. Analysis and insights provided by AnalystMarkets AI.