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Global X Emerging Markets Midyear Outlook: Navigating International Allocations
We see numerous positive indicators that could suggest that emerging market equities are on the precipice of a new cyclical upswing. By W. Malcolm Dorson
Don’t Miss the Cyclical Opportunity in Emerging Market Equities
Emerging market equities have shown strength in the face of “higher for longer” interest rate expectations, and we think the momentum can continue. By Trevor Yates
Why EM Ex-China? Why EMM?
The renamed Global X Emerging Markets ex-China ETF removed China from its strategy to give investors increased options and differentiated opportunities. By W. Malcolm Dorson
Why India? And Why NDIA?
We see multiple potential growth catalysts in India, including attractive demographics, a fast-growing middle class, a market friendly government, and more. By W. Malcolm Dorson and Paul Dmitriev
China Outlook 2024: “Be Greedy When Others Are Fearful”
China faces uncertainties, but it is also inexpensive and making some necessary adjustments, so we don’t think the market should be overlooked. By W. Malcolm Dorson and Paul Dmitriev