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iStrat Strategic allocation Asset allocation Article Emerging markets Equity Institutional EM equity China
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Beyond China: what does the rest of the EM equity world have to offer?

For investors contemplating a separate allocation to EM ex-China equities, members of our iStrat Team share their research on the composition of the opportunity set, the growing divergence in the behavior of EM ex-China equities and Chinese equities, and the long-term market outlook.

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Alex King
Alex King, CFA
Supriya Menon
Supriya Menon
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2025-11-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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