Currency Correlations

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Emerging Markets Analysis: Earnings, Valuations, and Currency Correlations
See It Market· 2025-09-17 17:56
Emerging Markets, on a global equity market capitalization basis, represent between 10-15%. This is not small, but also not huge — making it easy for many investors to ignore the space.That tendency has been further supported by poor relative performance over the past few decades. Using Bloomberg equity indices, Emerging Markets has returned 4.6% annualized over the past 15 years, and Developed Markets, a much healthier 11.4%. That isn’t only America, as developed international markets managed 7.3%. Thi ...