Some emerging markets have seen double-digit gains this year. Why JPMorgan has turned bullish. - MarketWatch
1. JPMorgan upgraded emerging markets to a bullish stance due to underperformance. 2. HSI is up 16% this year, with China tech as preferred exposure. 3. Easing tariff uncertainties and a weaker dollar favor emerging markets' growth. 4. U.S. Federal Reserve may adopt a dovish stance supporting emerging market investments. 5. Valuations for emerging markets are appealing relative to developed markets.