iShares MSCI Emerging Markets ETF

EEM

Market cap $20.7B

A key rotation away from artificial intelligence stocks may be underway in the market. According to Astoria Portfolio Advisors' John Davi, a broader range of stocks are getting a “green light” because liquidity is returning to the system.

Stretched U.S. valuations and AI bubble fears have investors looking abroad and are driving interest in international equity and emerging market ETFs.

The Investment Committee give you their top stocks to watch for the second half.

Alastair Pinder, HSBC Head of EM/Global Equity Strategist, joins 'Closing Bell Overtime'  to talk the growth in emerging markets.

Fed turns dovish and trade tensions ease. Amid this scenario, tech & growth ETFs could soar along with some other areas.

Last week FTSE made its annual review of country classification within its global equity indices (see the announcement here). One of the most interesting changes was Vietnam's upgrade from frontier to emerging market.

iShares Core MSCI Emerging Markets ETF is rated a buy, while iShares MSCI Emerging Markets ETF is rated hold. IEMG offers broader diversification, a lower expense ratio (0.09% vs. 0.72%), and better risk-adjusted returns compared to EEM. Despite similar sector and geographic allocations, IEMG includes more holdings and small caps, resulting in higher income and lower volatility than EEM.

Emerging markets are surging on a weak dollar, Fed cuts & AI-fueled Chinese tech rally. ETFs like EEM & CQQQ are outpacing the S&P 500 in 2025.

Afsaneh Beschloss, RockCreek CEO, joins 'Closing Bell Overtime' to talk how AI is powering gains beyond the U.S., why some emerging markets like Korea, China, and Colombia are surprising on the upside after years of weakness, what recent trade data means for Europe, and more.

Kevin Carter, EMQQ founder and CIO, and Dave Nadig, ETF.com president and director of research, join CNBC's Contessa Brewer to discuss the appetite for emerging markets this year and if the opportunity has passed, the SEC potentially allowing asset managers to add ETF share classes to mutual funds and the crypto ETF products that could launch before year-end.