RESEARCH REPORT

Breaking the Home Country Bias

Tapping into the Emerging Market Boom



India Report Graphic-4

Despite strong economic growth, even the most experienced investors' portfolios tend to be under-exposed to Emerging Markets (EM). Why? Home country bias often causes investors to favor domestic stocks over foreign companies, leaving an investor blind spot when it comes to international exposure, specifically in Emerging Markets.

Despite the fact that EM accounted for 39% of global GDP in 2023 (MSCI EM classified countries), money managers and individual investors often overlook this opportunity.

In this report, we explore:

  • Why most US investors are missing the mark by massively under-allocating to EM
  • A case for Emerging Market investing and key indicators of future growth
  • The Internet sector as a dramatic growth advantage relative to the broader market
  • A Spotlight on India as the ideal Emerging Market
  • Why this moment marks an attractive potential entry point for investors looking to diversify
  • Investment opportunities for increased exposure to EM