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Investor Optimism Soars for Emerging Markets in Q4 2025

10/6/2025

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Story summary
  • Emerging Market (EM) assets are set for strong Q4 2025 as investor sentiment remains high.
  • HSBC reports 62% of EM fund managers bullish, up from 44% in June.
  • Goldman Sachs says EM markets are thriving, driven by growth and a friendly Fed rate-cut.
  • Late Q3 EM ETF inflows rose. BRL, MXN, ZAR are bullish, and China gains from AI.