Tag: EV Battery ETFs EM

Executive Summary (Q4 2025) With global policy rates plateauing and the U.S. dollar range-bound, Q4 2025 is a constructive window to build or rebalance emerging-market (EM) exposure via ETFs and funds. Broad market ETFs offer low-cost beta, while regional, single-country, factor, and thematic vehicles help investors express macro and structural views—nearshoring in Mexico, digital scale…