Emerging market equities continue to perform despite trade barriers

17 September 2025

Chetan Sehgal, Portfolio Manager at TEMIT, provides his latest overview of emerging markets, on the back of EM equities having collectively raced ahead of their developed market peers so far this year. Emerging market (EM) equities declined in August 2025. While trade focus shifted to sectoral tariffs, global equity markets rose amid investor optimism...