economy
March 5, 2026
Iran war and stocks: Why Global X says 'it might be time to double down' on emerging markets
It may be time to dive deeper into the emerging markets trade.
TL;DR
- Malcolm Dorson of Global X ETFs recommends increasing investment in emerging markets.
- A weaker dollar and domestic uncertainty are seen as tailwinds for emerging markets.
- Dorson expects U.S. war spending to weaken the dollar, benefiting emerging markets.
- He advises taking advantage of dips in emerging market investments.
- Cinthia Murphy of VettaFi notes international markets have been popular and investors are accustomed to geopolitical noise.
- Energy is identified as a key sector to monitor if the Iran conflict prolongs due to European markets' dependence on Middle Eastern energy.
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