Friday 30 October 2026 The money behind public deals, and the press that covers them
The Board82 case files, last updated 30 Oct
Issue · Capital flows

EM equity rally and concentration

Friend

MSCI EM beat developed markets in 2025, but the top 10 holdings are near a 20-year high of about 39% of the index.

Role
Capital flows
Type
Issue
Assessment
Friend, since 30 Oct 2026
Last revised
30 Oct 2026
Sources
2

Our assessment

MSCI EM beat developed markets in 2025, but the top 10 holdings are near a 20-year high of about 39% of the index.

Connections

Assessment history

  1. File opened from the research dataset.

Corrections

No corrections have been made to this case file.