Emerging Markets Are on Fire as Traders Look Away from US
Tensions between the US and Europe are weighing on the dollar and driving a search for alternatives.
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Emerging-market stocks, currencies and precious metals are extending a storming start to 2026 as tensions between the US and Europe weigh on the dollar and give a fresh impetus to the search for alternatives.
Just look at where the cash is going: Investors have poured almost $6 billion this month into BlackRock’s $134 billion emerging-market stock ETF. That puts the fund, the iShares Core MSCI Emerging Markets ETF, on track for the biggest monthly inflow since its inception in 2012.