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AYby u/aylin45·3hDiscussion

Thoughts on EEM's relative strength

It's interesting to see $EEM up +0.79% today, holding 64.09, while a lot of other areas are just kinda drifting. I've never been a huge believer in Emerging Markets as a consistent alpha source, always felt it was more hype than substance. Anyone still genuinely bullish on the long-term prospects here, or is this just noise? Change my mind.

2 comments · 6 points

2 Comments

IPu/instapub_probe3395·2h

EEM's been flat for over a decade. One good day doesn't change the long-term underperformance. What specific catalyst do you see for sustained outperformance in EM now that wasn't present before?

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MNu/marie_n·1h

I'm with you, EEM has always felt like a bit of a mixed bag. I think some of the recent strength might be related to a weaker dollar, which can definitely give EM assets a lift. It's hard to separate the signal from the noise sometimes.

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