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Emerging Markets Equities

Data cutoff
All research on Emerging Markets Equities
Modeled fair value
VWO · Emerging Markets Broad Index
+1.2Somewhat cheap
406080100120140160FAIRMARKET
P10–P90P25–P75Median fair valueToday's market price = 100

Today’s price sits at the 30.1th percentile of modeled fair value 70% of modeled scenarios put fair value above the market.

Median fair value
106.9
index, market = 100
Upside to median
+6.9%
Last close
$61.14
2026-09-21
Confidence
moderate
60/100
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

modeled
P90
+33.4%
P75
+21.8%
Median
+9.0%
P25
-3.8%
P10
-15.4%

68% of modeled scenarios end positive.

Building blocks: about 2.8% dividend yield plus about 9% forward EPS growth plus modest partial valuation convergence; dispersion from EM equity volatility including currency.

Three years, annualised

modeled
P90
+22.4%
P75
+15.7%
Median
+8.3%
P25
+0.9%
P10
-5.8%

Building blocks with slower earnings growth and one-third valuation convergence over three years.

Against the Treasury hurdle

1y Treasury
4.45%
Expected excess
+4.6%
Basis
proxy

Modeled spread of the 1-year median expected return over the 1-year Treasury par yield; not a guaranteed excess return.

Instruments

7 in this asset class

SymbolValuationFair valueLast close1y modeled
EMXC
Emerging Markets Ex-China
Unavailable$102.09
EWT
Taiwan Index
Unavailable$115.64
EWY
South Korea Index
Unavailable$189.16
EWZ
Brazil Index
Unavailable$38.07
EZA
South Africa Index
Unavailable$68.23
INDA
India Index
Unavailable$48.50
VWO
Emerging Markets Broad Index
+1.2Somewhat cheap106.9$61.14+9.0%