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Nir Kaissar

The Re-Emergence of Emerging Markets

Concerns about valuations in U.S. haven't been exported yet.

Emerging markets are back.

While the U.S. has grabbed the headlines this year with every new record high for the S&P 500, emerging-market stocks have quietly done even better. The MSCI Emerging Markets Index is up 14.8 percent this year through August, including dividends, while the S&P 500 is up 7.8 percent over the same period.