惯性聚合 高效追踪和阅读你感兴趣的博客、新闻、科技资讯
阅读原文 在惯性聚合中打开

推荐订阅源

Google DeepMind News
Google DeepMind News
G
Google Developers Blog
博客园 - 三生石上(FineUI控件)
B
Blog
让小产品的独立变现更简单 - ezindie.com
让小产品的独立变现更简单 - ezindie.com
Hugging Face - Blog
Hugging Face - Blog
C
Check Point Blog
V
V2EX
Vercel News
Vercel News
U
Unit 42
Recent Announcements
Recent Announcements
Last Week in AI
Last Week in AI
J
Java Code Geeks
WordPress大学
WordPress大学
罗磊的独立博客
I
InfoQ
阮一峰的网络日志
阮一峰的网络日志
奇客Solidot–传递最新科技情报
奇客Solidot–传递最新科技情报
小众软件
小众软件
M
MIT News - Artificial intelligence
freeCodeCamp Programming Tutorials: Python, JavaScript, Git & More
Apple Machine Learning Research
Apple Machine Learning Research
Martin Fowler
Martin Fowler
云风的 BLOG
云风的 BLOG

All Articles on Seeking Alpha

All Eyes On Cencora, A Healthcare Supplier That Could See Lots More Upside Simply Good Foods Doesn't Look Like A Growth Stock Anymore Applied Digital: Post-Earnings Clarity Confirms An Accelerated Path To $1 Billion NOI Target IBIT: Why I Stepped To The Side (Technical Analysis) (Rating Downgrade) XES: Oil Service Stocks Turn Pricey; Why It's Time To Take Profits (Rating Downgrade) The Only Dividend Strategy I'd Trust In A 3.5% Fed Funds World Opera: AI-Driven Advertising Prospects - Upside Potential And Rich Dividend Yields RenaissanceRe: Preferred Stock Hasn't Been This Appealing In Years Q1 Earnings Kick Off With Major Banks' Results: Bank of America, Netflix In Focus Sezzle: Consolidation Completed, Re-Rating Ahead Bitmine Immersion Q2 Preview: Ethereum Thesis Facing Important Report Card I Am Sharing 2 Of My Retirement High-Yield Gems The Software Narrative Is Leaking Badly Again Thanks To Anthropic Mythos The Muni Market Looks Appealing In Q2 AVIV: Should Keep Rising If The Ceasefire Holds Foundayo Explained: Lilly's New Weight Loss Pill And The Amazon Effect Sabesp: A New Privatization As An Opportunity! EchoStar: Potential Bull Trap At Play - Take Gains Off The Table Teladoc Health: Improving Fundamentals Support A Turnaround Story March CPI Inflation: 5 Reasons To Stay Calm Two 12%+ Yielding BDC Bargains (One Is My Top Deep-Value Pick) TechnipFMC: We Prefer Saipem With More Room To Improve Tesla: From Bye-Bye To Buy-Buy (Rating Upgrade) DMB: Vulnerable To High Interest Rates Western Midstream: A 9% Yield That Still Grows In A Downturn IQQQ: Tax-Efficient Income From The Nasdaq But Does Not Protect Against Declines Qualys Share Price Pulled Down By Potential Cybersecurity Disruptor S&P 500: A Dead Money Era May Be Here. How To Thrive In It Vistance Networks Looks Better Than Before With Powerful Earnings Growth Commerce Bancshares: Valuation, Not Quality, Is The Problem
Harding Loevner Emerging Markets Equity Q1 2026 Commentary
2026-05-14 · via All Articles on Seeking Alpha

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

tum3123/iStock via Getty Images

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

83 Followers