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Emerging Markets Equities

Data cutoff intraday
All research on Emerging Markets Equities
Modeled fair value
EMXC · Emerging Markets Ex-China
-1.6Expensive
406080100120140160180FAIRMARKET
P10–P90P25–P75Median fair valueToday's market price = 100

Today’s price sits at the 76.8th percentile of modeled fair value 23% of modeled scenarios put fair value above the market.

Axis widened to 40180 to show the full modeled range; the published renderer axis of 50180 would clip this distribution’s tails.

Median fair value
90.0
index, market = 100
Upside to median
-10.0%
Last close
$94.81
2026-08-18
Confidence
high
80/100
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
+36.0%
P75
+20.0%
Median
+4.5%
P25
-11.0%
P10
-25.0%

57% of modeled scenarios end positive.

Scenario blend of sustainable economic growth/carry, partial valuation convergence, and asset-specific current valuation anchors.

Three years, annualised

blended
P90
+20.0%
P75
+13.0%
Median
+6.0%
P25
-1.0%
P10
-7.0%

Annualized three-year scenario blend with slower valuation convergence and wider macro/fundamental uncertainty.

Against the Treasury hurdle

1y Treasury
4.00%
Expected excess
+0.5%
Basis
direct

Expected excess is a modeled spread versus the current 1Y Treasury investment-basis yield; it is not guaranteed.

Instruments

7 in this asset class

SymbolValuationFair valueLast close1y modeled
VWO
Emerging Markets Broad Index
-1.6Expensive90.0$59.64+4.5%
EMXC
Emerging Markets Ex-China
-1.6Expensive90.0$94.81+4.5%
INDA
India Index
-1.6Expensive90.0$49.38+4.5%
EWZ
Brazil Index
-1.6Expensive90.0$33.70+4.5%
EWT
Taiwan Index
-1.6Expensive90.0$104.39+4.5%
EWY
South Korea Index
-1.6Expensive90.0$170.05+4.5%
EZA
South Africa Index
-1.6Expensive90.0$67.10+4.5%