Allspring argues that the prolonged underperformance of emerging markets is giving way to a new era of opportunity. The report highlights favorable structural shifts, improving valuations, and increased investor interest as catalysts for renewed growth. They even go so far as to say that this is the decade in which many of the so-called emerging market countries will fully emerge.
Emerging Markets 2.0: The Tipping Point Is Here
Allspring
Alison Shimida
Research
6 Pages
Key Takeaways
End of underperformance: Emerging markets are rebounding after a decade of lag, powered by growth and technological progress.
Maximum relative discount: Deep valuation gaps and underownership create compelling investment entry points.
Diversified opportunity set: Active strategies can tap upside potential while managing emerging-market volatility.
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