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Emerging Markets Equities

Data cutoff
All research on Emerging Markets Equities
Modeled fair value
VWO · Emerging Markets Broad Index
+1.1Somewhat cheap
507090110130150170FAIRMARKET
P10–P90P25–P75Median fair valueToday's market price = 100

Today’s price sits at the 31.7th percentile of modeled fair value 68% of modeled scenarios put fair value above the market.

Median fair value
109.0
index, market = 100
Upside to median
+9.0%
Last close
$60.33
2026-08-10
Confidence
moderate-high
76/100
Modeled returns

Return distributions, not point forecasts

Percentiles describe the spread of scenario outcomes under the stated method. The width of the range carries as much information as the midpoint.

One year

blended
P90
+39.0%
P75
+24.0%
Median
+9.5%
P25
-5.0%
P10
-19.0%

66% of modeled scenarios end positive.

Valuation-aware total-return scenario distribution using sustainable economic growth/carry and partial valuation convergence; long-run returns used only as priors.

Three years, annualised

blended
P90
+24.0%
P75
+16.0%
Median
+8.5%
P25
0.0%
P10
-8.0%

Annualized multi-year scenario distribution with partial rather than full valuation normalization and asset-specific income/carry assumptions.

Against the Treasury hurdle

1y Treasury
4.01%
Expected excess
+5.5%
Basis
direct

DGS1 is the preferred current investment-basis one-year hurdle; the modeled expected-return edge is not guaranteed excess return.

Instruments

7 in this asset class

SymbolValuationFair valueLast close1y modeled
VWO
Emerging Markets Broad Index
+1.1Somewhat cheap109.0$60.33+9.5%
EMXC
Emerging Markets Ex-China
Unavailable$93.76
INDA
India Index
Unavailable$50.14
EWZ
Brazil Index
Unavailable$35.19
EWT
Taiwan Index
Unavailable$102.18
EWY
South Korea Index
Unavailable$163.12
EZA
South Africa Index
Unavailable$69.73