It’s time to quadruple your emerging markets exposure

Saurav Das  |  Orbis Investment Advisory  |  20 August 2025  |  0.50 CE

Emerging markets account for over half the world’s population and a third of global GDP, yet they remain glaringly underrepresented in most investment portfolios. After a decade of US mega-cap tech dominance, investors have largely sidelined EMs, discouraged by weak performance and relentless negative headlines. But markets are cyclical, and today’s low valuations could be the springboard for a powerful rebound. EMs also bring a critical ingredient that portfolios are starving for - diversification. In today’s narrow, concentrated market landscape, that’s not j...

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