Wrong, Right, and Real in Emerging Markets

2025, emerging markets, seekingalpha.com, stocks, value 1 Minute

All eyes are on U.S. equities as domestic big tech stocks have made new highs in prices and valuations over the last year. Ironically, some of the best opportunities ahead are likely outside that narrow sliver of U.S. stocks.

For example, foreign equity markets look increasingly more attractive in terms of valuation versus the U.S. market. Yet, few seem to notice or care. The most compelling opportunity appears to be emerging market stocks, which have lagged the U.S. market for years.

I write more on this topic in my most recent article published at seekingalpha.com.

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Victor K. Lai, CFA

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