J.P. Morgan remains bullish on emerging market equities amid policy shifts
J.P. Morgan's Outlook on Emerging Markets: J.P. Morgan maintains a positive outlook on emerging market equities, highlighting a 17.8% year-to-date increase and favorable macro conditions, particularly with a focus on China, India, Korea, and Brazil.
China's Economic Policy Shift: Despite ongoing structural challenges in China, there is a shift towards policies aimed at boosting the private economy rather than increasing regulations, which could enhance performance in domestic sectors, including mining.
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J.P. Morgan's Outlook on Emerging Markets: J.P. Morgan maintains a positive outlook on emerging market equities, highlighting a 17.8% year-to-date increase and favorable macro conditions, particularly with a focus on China, India, Korea, and Brazil.
China's Economic Policy Shift: Despite ongoing structural challenges in China, there is a shift towards policies aimed at boosting the private economy rather than increasing regulations, which could enhance performance in domestic sectors, including mining.

U.S. Market Performance: On July 2, U.S. markets closed mixed with the S&P 500 and Nasdaq hitting record highs due to tech sector gains and a trade agreement with Vietnam, while the Dow slightly declined. Investors are anticipating Thursday's non-farm payrolls report amid expectations of potential Fed rate cuts following a drop in private sector jobs.
Global Market Trends: Asian markets showed varied results with Japan's Nikkei and Australia's S&P/ASX both declining, while China's Shanghai Composite rose. In Europe, the STOXX 50 index fell slightly, and oil prices decreased due to concerns over U.S. tariffs and weak demand from China.

Market Performance: On July 1, U.S. markets closed mixed with the Dow gaining 0.91%, while the S&P 500 and Nasdaq fell due to large-cap tech stock declines; high volatility was noted amid low liquidity and investor concerns over market concentration and a Tesla-Trump dispute.
Economic Indicators: U.S. job openings rose unexpectedly to 7.769 million in May, supporting the Federal Reserve's cautious approach to rate cuts, while other economic data showed mixed results, including a slight decline in construction spending and an increase in manufacturing PMI.

U.S. Market Performance: On June 30, U.S. markets closed higher due to optimism over trade deals and potential rate cuts, despite concerns about tariffs and economic data. The Dow rose by 0.63%, while the S&P 500 and Nasdaq also saw gains.
Global Market Trends: Asian markets showed mixed results with Japan's Nikkei down 1.43% and China's Shanghai Composite up 0.39%. In Europe, major indices like Germany’s DAX and France’s CAC 40 declined, while commodities like gold rose amid trade uncertainty.

U.S. Market Performance: On June 27, U.S. markets closed higher with the S&P 500 and Nasdaq reaching record highs due to optimism over trade deals and anticipated Fed rate cuts, despite mixed economic signals. Key contributors to gains included Nvidia and Nike, while most sectors saw positive movement.
Global Market Updates: Asian markets showed varied performance, with Japan's Nikkei 225 and Australia's S&P/ASX 200 rising, while India's Nifty 50 declined. In Europe, major indices like the STOXX 50 and DAX experienced slight declines, and commodity prices reflected mixed trends amid easing Middle East tensions.

U.S. Market Performance: On June 26, U.S. markets closed higher due to easing geopolitical tensions and positive economic data, with major indexes nearing record highs. Bank stocks surged following regulatory proposals, while mixed economic signals raised speculation about potential Federal Reserve rate cuts.
Global Market Trends: Asian markets showed varied performance, with Japan's Nikkei rising and Australia's S&P/ASX declining. European stocks also increased on trade progress and ceasefire optimism, while commodities like crude oil saw price fluctuations amid changing geopolitical risks.






