Emerging markets equities show resilience and growth potential despite Iran crisis
Updated
Updated · Wealth Management · Apr 27
Emerging markets equities show resilience and growth potential despite Iran crisis
3 articles · Updated · Wealth Management · Apr 27
Allspring's Derrick Irwin reports $31 billion net inflows to emerging markets in 2025, with renewed investor interest in 2026 despite volatility from the Iran war and Strait of Hormuz closure.
Central banks in emerging markets have paused expected rate cuts due to inflation and supply concerns, but Irwin highlights strong fundamentals, robust earnings, and opportunities in tech sectors in Taiwan, South Korea, and China.
While risks remain if the Iran crisis persists, Irwin notes EM equities remain attractively valued compared to U.S. markets, with potential for significant inflows and long-term growth as global investors seek diversification.
Why are investors buying into emerging markets despite a looming global energy crisis sparked by Iran?
Is the 'decoupling' of emerging markets from U.S. performance a durable new reality for investors?
Are emerging market stocks a historic bargain or a classic value trap amid the current global chaos?
Can China's low-cost AI model outmaneuver the massive spending of U.S. tech giants in the global market?
How secure is the global AI boom when its key hardware supply chain runs through geopolitical hotspots?
Will delayed interest rate cuts in Brazil and South Africa derail their growth before it even begins?