How to think about investing in emerging markets

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Global X ETFs senior portfolio manager and head of emerging markets strategy Malcolm Dorson joins Market Domination Overtime to give insight into rising investor sentiment for emerging markets.

"Emerging markets are getting to the point where valuations are just too compelling to ignore. We've now also seen a little bit of momentum being the second or third best performing asset class in the world year to date. And in addition to that, people are looking for different opportunities, whether it be alpha generation, portfolio diversification, or just plain old US dollar hedge, given the concentration of performance that we've seen in the US thus far this year," Dorson tells Yahoo Finance.

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Great interview, he certainly knows a lot about EM! 👏🏻 as a sidenote on 5:49 -> MSCI EM is mainly up because of TSMC, Tencent, Meituan, SK Hynix and Hon Hai Precision. They contribute to 80% of ytd-returns. The EM rally is driven by the optismism in AI, very low market breadth / high despersion in EM currently.

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