Why Emerging Markets are Exceptionally Attractive

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About This Episode

One of the best kept secrets in the investment world is the long-term outperformance of emerging markets. Over the last 20 years, the MSCI Emerging Markets Investable Index outperformed the S&P 500 Index – 7.2% versus 6.6%. That index also outperformed the S&P 500 in 2020, 18.8% versus 18.4%. Despite that outperformance, emerging markets are cheap, trading at a 14.8 p/e versus 21.6 for the S&P 500. Here today to discuss the potential that the emerging markets holds for investors is Chelsea Rodstrom of Global X.

About Our Guest

Chelsea Rodstrom joined Global X in 2018 as a research analyst with a focus on international macroeconomics and geopolitics. Her research provides unique insights and analysis across a range of geographies, including China, Europe, and the Latam region. Prior to joining Global X, Chelsea earned her master’s degree in Economics and International Studies from the Johns Hopkins School of Advanced International Studies (SAIS). She previously worked with consulting firms Albright Stonebridge Group and AT Kearney and has worked and studied in Italy, Brazil, Colombia, Spain, and Argentina.

Show Notes

For more research on thematic, international, and income investments, please visit Global X Research. To read more about EWEB, please see the launch post for EWEB, Introducing Global X Emerging Markets Internet & E-commerce ETF (EWEB) or visit the fund page here. If you’re on Twitter and interested in learning more about Emerging Markets, China, or Internet & E-commerce, follow Chelsea Rodstrom on Twitter.