Iran war and stocks: Why Global X says 'it might be time to double down' on emerging markets

Group 1 - The expectation of increased U.S. war spending may lead to a weaker dollar, creating a favorable environment for emerging markets [1] - Despite the ongoing risks associated with the conflict in Iran, there are indications that investors should consider increasing their exposure to emerging markets [1][2] - The iShares MSCI Emerging Markets ETF (EEM) has declined over 5% week-to-date but remains up nearly 37% over the past year, suggesting potential buying opportunities [2] Group 2 - International investments are gaining traction, with geopolitical uncertainties becoming more familiar to investors [3] - The energy sector is highlighted as a critical area to monitor, particularly if the Iran conflict extends, given Europe's reliance on Middle Eastern oil [3] - The United States Oil Fund (USO) has shown strong performance, increasing 12% this week and 32% year-to-date, indicating a potential investment avenue in energy [3]