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...