Saudi Arabia is poised to be a standout emerging market in 2026, following years of flying under the radar. The country has a stable macroeconomic outlook, and there are several catalysts that can help drive equity market performanceAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation ...

Core Viewpoint - India's economy is expected to grow between 6.6% and 7.4% in 2026, making it an attractive alternative to China for investors looking for emerging market exposure [1][3]. Group 1: ETF Overview - The iShares India ETF (INDA) holds 165 companies across various sectors, including major financial institutions and technology firms, with total assets of $9.6 billion and an expense ratio of 0.62% [2][4]. - INDA provides liquid and cost-efficient access to the Indian equity market, which is often difficult for investors to access directly [2]. Group 2: Performance Analysis - Over the past 10 years, INDA has returned 117%, significantly lower than the S&P 500's 241% return during the same period [3][6]. - In the last year, INDA gained only 1.4%, while U.S. markets experienced an 18% increase, indicating underperformance relative to developed markets [3][6]. Group 3: Investment Thesis - The ETF's performance is driven by capital appreciation from underlying Indian stocks, with financials making up 29% and consumer discretionary 12% of its holdings, reflecting a bet on India's growing middle class and credit markets [5]. - The sectors represented in INDA are expected to benefit from rising incomes, urbanization, and the adoption of digital financial services [5]. Group 4: Risks and Trade-offs - Investing in INDA involves trade-offs, including single-country concentration, which lacks diversification across emerging markets. This makes it vulnerable to India-specific challenges [7]. - Recent tariff threats from the U.S. administration highlight the potential economic and political risks for India, which could impact the ETF's performance [7].

Core Insights - Dlocal Ltd. is experiencing significant growth in the digital payment sector, particularly in emerging markets, driven by increased e-commerce activity and a growing number of online merchants [1] Group 1: Company Performance - Dlocal's revenue has shown a remarkable increase, with a reported growth rate of 50% year-over-year, reaching $100 million in the last quarter [1] - The company has expanded its operations into new markets, enhancing its service offerings and customer base [1] - Dlocal's transaction volume has surged, indicating a strong demand for its payment solutions, with a 70% increase in processed transactions [1] Group 2: Market Trends - The digital payment industry is projected to grow at a compound annual growth rate (CAGR) of 20% over the next five years, highlighting the potential for further expansion [1] - Emerging markets are becoming increasingly important for digital payment providers, with a notable shift in consumer behavior towards online shopping [1] - Regulatory changes in various regions are creating new opportunities for companies like Dlocal to capture market share [1]

Vietnam’s potential FTSE Russell upgrade to emerging-market has investment banks bulking up staff in anticipation of a flood of IPOs https://t.co/wNDnkzUjzf ...

Vietnam is weighing plans to allow regulated short selling as soon as next year, a step aimed at boosting trading volumes as the country prepares for an upgrade to emerging-market status https://t.co/3kVzoLTjkw ...

Market Status - The Warsaw Stock Exchange aims to transition from emerging-market to developed-market status within three to five years [1] Leadership Perspective - The Warsaw Stock Exchange's CEO, Tomasz Bardzilowski, announced the exchange's ambition for developed-market status [1]

Core Insights - Vietnam has been upgraded from frontier to emerging market status by FTSE, effective September 2026, following years of maturation in its market [1][2] Group 1: Impact of Vietnam's Upgrade - The upgrade will benefit existing Vietnam ETFs through price appreciation and potential net inflows [2] - Emerging market indexes and ETFs may include Vietnam, enhancing exposure to the country starting in 2026 [2] - Vietnam's economy may experience increased sentiment and exposure, particularly benefiting IPO activities in the equity market [2] Group 2: Understanding Frontier Markets - Frontier markets are classified by FTSE as less developed than emerging markets, with around 30 countries currently in this category [3] - These markets meet minimum investability and accessibility standards but lack the liquidity and pricing transparency of emerging markets [3] Group 3: ETF Landscape - U.S.-listed frontier ETFs have ceased to exist due to liquidity issues, with recent closures of Invesco's and BlackRock's frontier market ETFs [5] - Changes to FTSE indexes will allow Vietnam exposure in ETFs like the Vanguard FTSE Emerging Markets ETF (VWO) and Schwab Emerging Markets Equity ETF (SCHE) starting in September 2026 [6] Group 4: Performance of Vietnam ETFs - Following the upgrade announcement, Vietnam ETFs have seen price increases, with VNM up approximately 8% and VNAM up around 7% [8] - Year-to-date, Vietnam ETFs have risen about 70%, indicating strong market performance [9] Group 5: Investment Strategies - Investors may consider single-country ETFs like VNM and VNAM for targeted exposure to Vietnam, as allocations in broader emerging market ETFs are expected to be low [10] - The VanEck Vietnam ETF (VNM) has $609 million in assets, primarily focused on real estate and financials, while the Global X MSCI Vietnam ETF (VNAM) has around $25 million in assets with a similar sector focus [11]

India is the most-unloved emerging market, writes @andymukherjee70, and investors are bracing themselves for disappointing corporate earnings (via @opinion) https://t.co/EfYxS4haCb ...

Economic Growth - Vietnam's economy is experiencing strong growth despite tariffs [1] - Vietnam is emerging as a new star in the emerging market [1] Risk Assessment - The report questions whether anything can reverse Vietnam's economic success [1]

Mexico’s upcoming trade talks with the US and Canada could help the peso — a top emerging-market performer this year — reach lofty heights last seen in 2024, according to the currency’s top forecaster https://t.co/55XjXL0z1t ...