JP MORGAN CHASE(US:JPM)2025-06-23 13:16Investment Rating - The report indicates a positive investment sentiment towards Emerging Markets (EM) equities, with a notable increase in inflows, particularly in ETFs [1][50]. Core Insights - EM equity inflows surged to +$4.1 billion from +$1.2 billion the previous week, primarily driven by large ETF subscriptions of +$5.0 billion, while non-ETFs experienced outflows of -$904 million [1][50]. - Year-to-date (YTD) EM equity flows have improved, narrowing to -$14.3 billion from nearly -$20 billion last month, indicating a recovery trend [1][50]. - Regional fund inflows were positive across all areas, with GEM funds leading at +$2.4 billion, followed by Asia ex-Japan at +$1.4 billion, LatAm at +$213 million, and EMEA at +$59 million [1][50]. Summary by Sections Overall EM Equity Flows - Total EM equity flows for the week were +$4.1 billion, with a YTD total of -$14.3 billion [4]. - The inflow of +$4.1 billion represents a significant increase compared to the previous week's inflow of +$1.2 billion [1][4]. Regional Fund Flows - GEM funds saw inflows of +$2.4 billion, while Asia ex-Japan attracted +$1.4 billion, up from +$843 million last week [1][4]. - LatAm funds recorded inflows of +$213 million, an increase from +$178 million last week, and EMEA funds received +$59 million, up from +$29 million [1][4]. Specific Market Performance - Taiwan experienced inflows of +$869 million, down from +$1.7 billion last week, while Korea saw inflows narrow to +$190 million from +$2.3 billion [2]. - India faced outflows of -$480 million after a previous inflow of +$780 million, and Brazil continued its positive streak with inflows of +$190 million [2]. - South Africa's outflows accelerated to -$666 million from -$275 million last week, indicating a negative trend in that market [2].