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Harding Loevner Emerging Markets Equity Q1 2026 Commentary
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Harding Loevner Emerging Markets Equity Q1 2026 Commentary

Seeking Alpha·Harding Loevner·19 days ago
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Summary

  • The Emerging Markets Equity composite fell 0.29% in the first quarter gross of fees, similar to the MSCI Emerging Markets Index's 0.10% decline.
  • For countries that rely on fossil fuel imports from the Persian Gulf, surging prices and unreliable supplies caused by the war in Iran are potentially major issues.
  • The global ESS battery market is dominated by companies based in China and South Korea. Five manufacturers account for approximately 70% of global shipments.
Emerging Markets

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What's on Our Minds

For countries that rely on fossil fuel imports from the Persian Gulf, surging prices and unreliable supplies caused by the war in Iran are potentially major issues. Among EM countries, for example, the majority of

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