View all WisdomTree insights in the Emerging Markets category.
Indian equities have fallen for eight consecutive weeks, yet domestic investors continue buying as valuations reach six-year lows. Christopher Gannatti examines the forces behind India’s market decline, why the long-term growth thesis may remain intact and what could signal a turnaround.
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U.S. debt has surpassed $40 trillion as rising interest costs and long-term Treasury yields bring the de-dollarization theme back into focus. Jon Flynn examines how a weaker dollar, lower real rates and persistent inflation could reshape potential winners and losers across asset classes.
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India's equity upgrade ratio is running at one of its best levels in more than three years, foreign positioning remains unusually light, and credit growth has hit a decade high. Christopher Gannatti examines whether the confluence of earnings, consumption, and capital flow signals marks the beginning of a meaningful turn for Indian equities.
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Emerging market debt has stayed resilient, but geopolitical risks are making country selection more important than ever. Behnood Noei explains why the WisdomTree Emerging Markets Local Debt Fund (ELD) has outperformed and where opportunities remain.
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Most ETFs have two prices, and the gap between them can reveal more than investors realize. Christopher Gannatti explains why NAV and Market Price exist, what drives them apart, and how understanding the difference can provide insight into market sentiment, liquidity, and ETF mechanics.
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China now dominates major parts of the global EV, battery, solar and AI infrastructure supply chain, a shift many investors still underestimate. Christopher Gannatti explains why China’s rise as a private-sector innovation powerhouse may matter more for portfolios than the old state-owned economy narrative suggests.
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Taiwan produces more than 90% of the world’s leading-edge chips, making it one of the most important geopolitical chokepoints in global markets. Christopher Gannatti and Samuel Rines explain why investors should think beyond defense stocks and focus instead on the “Strategic Processing Reserve” of compute, cybersecurity, rare earths and supply-chain resilience.
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India equity ETFs just saw over $1.7B in outflows in 30 days—an extreme move by historical standards. Chris Gannatti and Jon Flynn explain why this wave of selling has often marked a turning point, supporting a contrarian case for India.
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India sits at the intersection of energy vulnerability and long-term economic ambition, creating both friction and opportunity. Christopher Gannatti makes the case that as markets reassess this shift, investors may look to vehicles like the WisdomTree India Earnings Fund (EPI) for exposure.
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Nearly 19 years of live performance show how dividend-focused strategies can behave across radically different emerging market cycles. Christopher Gannatti analyzes how the WisdomTree Emerging Markets High Dividend Fund (DEM)’s income-driven design creates a distinct return profile, particularly when value and capital discipline come back into favor.
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Emerging markets are surging, with the MSCI Emerging Markets Index up 14.83% year-to-date, outpacing developed markets. Hyun Kang explains how combining the WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) and the WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) can help investors pursue emerging markets growth while managing governance risks and tapping the small-cap size factor.
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South Korea has quietly been among the world’s top-performing equity markets over the past year, yet few U.S. investors would name it. Christopher Gannatti explains why emerging markets leadership is broader than the benchmark suggests and how different implementation choices can meaningfully reshape portfolio exposure.
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