View all WisdomTree insights in the Emerging Markets category.
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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Emerging market local currency bonds have climbed toward 20% over the past year, outpacing hard currency peers as the U.S. dollar weakens. Christopher Gannatti and Jonathan Flynn explain why this shift may signal a turning point for the asset class and make the case for an active approach like the WisdomTree Emerging Markets Local Debt Fund (ELD) to capture the new leadership.
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The U.S.–India trade deal has eased tariff uncertainty and helped reset investor sentiment toward Indian equities. Christopher Gannatti, Samuel Rines and Ayush Babel explains why the agreement matters, but argues its real value is as confirmation of a growth story already driven by domestic demand, policy continuity and capital formation.
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Emerging market local debt is up nearly 22% since the start of 2025, driven by a weaker dollar and improving fundamentals. Behnood Noei explains how the WisdomTree Emerging Markets Local Debt Fund’s active positioning and supportive central bank dynamics could help sustain performance into 2026.
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India underperformed in 2025, but not because its fundamentals faltered Ayush Babel and Alejandro Saltiel explain why this ‘reset year’ cleared the way for a more balanced and compelling outlook in 2026.
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