EEM iShares MSCI Emerging Markets ETF Loading... : Bullish and Bearish Analyst Opinions
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22:19
Jul 15
Jul 15
Emerging markets offer growth and value.
Emerging markets ex‑Taiwan/Korea will deliver 20% earnings growth this year, more than the US, offering relative value and diversification as global divergence creates opportunities for active managers.
MED
07:20
Jul 14
Jul 14
EM equities vulnerable despite strong fundamentals
Despite very strong fundamentals in memory chips and AI, leveraged retail positions and market dynamics make EM equities vulnerable to sharp selloffs, prompting a cut to neutral.
MED
14:49
Jul 09
Jul 09
Buy EM for cheap AI exposure.
Emerging markets and parts of China provide a cheaper way to get AI tech exposure. Valuations are more favorable than US tech, offering an interesting play at a discount.
LOW
07:08
Jul 09
Jul 09
Earnings-driven global equity rally continues.
Global equities across the US, Japan, and emerging markets are supported by double-digit earnings growth, capex-driven cycles (AI, energy security, defense), and lower multiples than at the start of the year. The market rise is earnings‑driven rather than multiple expansion, and this dynamic is unlikely to change materially in the near term.
HIGH
10:16
Jul 08
Jul 08
HSBC has ended its overweight position on emerging market stocks and upgraded eurozone stocks to overweight.
11:50
Jul 07
Jul 07
Emerging markets offer positive momentum
Emerging markets are showing a lot of opportunity and positive momentum. They are not as heavily exposed to the AI trade, making them attractive for investors concerned about AI infrastructure valuations or who believe in market broadening.
MED
07:13
Jul 06
Jul 06
Wait for oil stability in EM.
Emerging market valuations are cheap and falling oil prices provide a tailwind, but there can be a lag between fundamentals and the recovery. We would rather miss the first 10% up and wait for oil prices to steady and a clear bottom to form before committing capital.
LOW
07:18
Jul 02
Jul 02
Fed hikes would hit emerging markets.
If the Fed begins a rate-hike cycle, even a short one, emerging-market assets across the board will be hit hard; bonds and Treasuries will be relatively safer.
MED
22:38
Jun 30
Jun 30
Emerging markets benefit from broadening leadership
Market leadership is broadening beyond mega-cap tech and AI names. Emerging markets are up almost 23% year-to-date, one of the highest performing sub-asset classes, and should be part of a diversified portfolio given the AI opportunity is not confined to the US.
MED
17:31
Jun 30
Jun 30
BlackRock shifts its investment stance to favor euro government debt over emerging markets, citing relative value opportunities.
10:40
Jun 30
Jun 30
Rate cuts and AI momentum lift emerging markets
Emerging markets benefit from the same dovish Fed outlook and rate cuts, plus they have a tremendous amount of AI momentum. The firm is adding emerging markets exposure as part of the increased equity allocation.
HIGH
13:30
Jun 26
Jun 26
Prefer non-US equities over US equities.
US equities are overpriced by long-term standards; emerging and non-US equities in Europe, Canada, Australia, etc. offer better value and are strongly preferred for equity exposure.
MED
18:56
Jun 25
Jun 25
Broadening market favors small-caps and international.
The profit cycle is broadening beyond concentrated mega-cap tech; US small-caps, international developed, and emerging markets are all rallying and keeping pace with or outperforming the S&P 500. This broadening trade is a healthy sign and an attractive opportunity to diversify.
MED
16:59
Jun 25
Jun 25
Buy emerging markets as a stalled DXY — capped by PCE inline print and DXY resistance at May 2025 highs — reduces FX headwinds for EM assets in the short term.
MED
16:17
Jun 25
Jun 25
AI bottlenecks expand beyond big tech.
AI bottlenecks are expanding to cooling, electrification, aerospace, gas turbines, and spreading to small/mid-cap companies and emerging markets. Once a component becomes a bottleneck, stocks go vertical.
MED
22:16
Jun 24
Jun 24
Rotate from US chips to world stocks.
Capital has been concentrating in US tech and chips, but the global economy is resilient with accelerating earnings growth in Europe, Japan, emerging markets, and China. Markets should broaden, with client allocations moving from chips to the rest of the world's equities.
MED
18:29
Jun 23
Jun 23
The author presents a data-driven analysis of USD momentum accelerating to levels historically associated with risk-off and EM equity headwinds, but does not state a personal position or forward call.
14:00
Jun 23
Jun 23
Emerging markets to outperform, rotate long.
Emerging markets will be recipients of a lot of capital flows as the US dollar loses value and US assets are repriced down. This is part of the endgame where global capital rotates out of US assets into EM.
HIGH
10:59
Jun 22
Jun 22
EM earnings growth 50% driven by chips.
Emerging markets, particularly Asia, Korea and Taiwan, are a top call this year. The semiconductor chip story is a huge part of it. EM markets are up 30% but EM earnings growth is expected to be up 50%, driven by healthy demand despite some bottlenecks.
MED
05:49
Jun 22
Jun 22
EM equities poised for sustainable bull run
Emerging markets are beating analyst estimates for the first time in four years, led by Asian tech. The tech trade is becoming structural rather than cyclical, valuations of Asian semiconductor stocks are cheap relative to US peers, and the rally is broadening out. If the oil crisis dissipates, emerging markets are set for a sustainable bull run.
MED
12:40
Jun 21
Jun 21
Companies in emerging markets are beating profit estimates for the first time in four years, giving investors reason to believe the bull market is just getting started.
20:02
Jun 19
Jun 19
Avoid emerging markets, US exceptionalism dominates
The thesis that emerging markets would dominate in 2026 has completely failed; only Korea performed because of its semiconductor industry, while true AI-driven innovation remains concentrated in the United States. This makes EM an unattractive destination for capital.
MED
22:56
Jun 18
Jun 18
International earnings accelerating, diversify from US
International equities offer more than just valuation appeal; they are also in their second year of positive earnings momentum. With US markets heavily concentrated (top 10 names 30% of S&P, US >60% of global), reallocating into international and emerging markets provides diversification and growth.
MED
18:59
Jun 18
Jun 18
Avoid broad EM near term: author says broad EM may struggle under strong-dollar pressure, without explicit short-position language.
MED
18:44
Jun 18
Jun 18
The author provides a detailed sector and factor rotation scanner with data-driven observations but no explicit personal positions or forward calls, only a disciplined risk-on read with noted divergences.
14:45
Jun 18
Jun 18
Emerging markets set for second-half rebound
Emerging markets broadly have been beaten down by Iran war fears and a strong dollar. The iShares MSCI Emerging Markets ETF (EEM) provides diversified exposure, including AI-heavy Korea and cheap Chinese internet names. With a commodity supercycle and a weakening dollar, EM is poised for a second-half rebound.
MED
23:52
Jun 17
Jun 17
Short broad EM as strong dollar environment driven by hawkish Fed repricing creates structural headwind for EM assets; author explicitly flags dollar strength as the compression mechanism.
MED
13:00
Jun 17
Jun 17
EM equities are AI earnings surprise
Emerging market equities are up 26% YTD with earnings growth dwarfing other regions, heavily driven by AI-exposed Korean and Taiwanese tech (e.g., SK Hynix, Samsung). The EM index has shifted from China-dominated to Korea/Taiwan-led, making EM the unexpected big winner of the AI era, demonstrating the power of diversification.
HIGH
16:00
Jun 14
Jun 14
Emerging markets provide diversification from US tech
Emerging markets can serve as a valuable diversification tool to reduce the risk of excessive dependence on a single region or a narrow group of US mega-cap tech companies. All-time highs do not necessarily mean overvaluation; relative valuations should be analyzed, and emerging markets currently offer a way to build a more balanced portfolio without relying on one story functioning forever.
MED
22:18
Jun 10
Jun 10
Long emerging markets short developed international
Favor exposure to emerging markets, funded out of developed international markets, driven by opportunities in semiconductor stocks and attractive EM growth.
MED
About EEM Analyst Coverage
Buzzberg tracks EEM (iShares MSCI Emerging Markets ETF) across 29 sources. 75 bullish vs 1 bearish calls from 99 analysts. Sentiment: predominantly bullish (59%). 125 total trade ideas tracked. Past 7 days: 1 bullish, 1 watch. Latest voices: Katherine Bordlemay, Ben Powell, David Lebovitz.