Something Rare Is Happening In Emerging Markets – And You Are Still Missing It

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While U.S. software stocks wobble under the weight of AI disruption and the S&P 500 grinds sideways, something quite rare is unfolding beneath the surface of global markets. Emerging markets are ...

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It's a structural shift — at least so far.\nWhat makes this episode particularly intriguing is the macro backdrop.\nAI enthusiasm has dominated headlines for over a year. Yet now, parts of U.S. software and long-duration growth are starting to feel the pressure of that same disruption. \nMeanwhile, the S&P 500 and the Invesco QQQ Trust (NASDAQ:QQQ) have traded in flat pattern.\nSeveral forces appear to be converging at once. Investors are rotating out of crowded U.S. technology trades just as commodities and cyclical sectors begin to regain leadership. \nAfter a decade of relative underperformance, emerging markets also offer far more attractive valuations, creating a compelling contrast to stretched U.S. multiples. \nAt the same time, early signs of geographic capital reallocation are emerging, with flows gradually shifting outside the United States. \nLayer on top a weakening U.S. dollar, and the macro backdrop increasingly tilts in favor of emerging markets.\n “Emerging markets continue to benefit from a weaker US dollar, as well as a diversification trade out of the US to other markets that are more levered to commodities, materials and the industrial AI trade,” said  Jeff Jacobson, analyst at 22V Research. \nAccording to the expert, if the dollar resumes its broader downtrend — particularly after recent policy developments, including the Supreme Court's tariff decision — that could act as another tailwind for emerging markets.\nThe big question now is simple — Are we witnessing the early stages of a multi-quarter — even multi-year — shift away from U.S. mega-cap dominance toward emerging market leadership?\nThe last time EEM strung together a run like this, it marked the beginning of a powerful cycle.\nHistory doesn't repeat perfectly. But sometimes, it rhymes loudly enough that investors should pay attention.\nRight now, emerging markets are speaking — and many investors still aren't listening.\nImage created using artificial intelligence via Midjourney.\nTo add Benzinga News as your preferred source on Google, click here.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}