**abrdn Emerging Markets Fund Q3 2025 Commentary**
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**Fund Performance Overview**
The abrdn Emerging Markets Fund delivered a strong return of 14.83% over the third quarter of 2025, outperforming its benchmark by 350 basis points. This performance was driven primarily by effective stock selection throughout the portfolio.
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**Key Regional Highlights**
**China:**
Our technology holdings in China, particularly those in the AI sector, were standout contributors. Investors recognized the growth potential of AI-related companies as Beijing’s localisation initiatives and the strength of competitive domestic firms supported the sector. These factors fueled a rally in our Chinese tech names.
**India:**
Conversely, our Indian allocation detracted from relative performance. The imposition of punitive US tariffs, mounting worries over a slowing domestic economy, weaker earnings growth, and high valuations weighed on Indian equities during the quarter.
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**Investment Strategy and Outlook**
We continue to maintain broad exposure to various segments of the AI supply chain—ranging from semiconductor manufacturing and design to data center-oriented names. This diversified approach positions the fund to benefit from global technology trends.
Looking ahead, we remain optimistic about the prospects for emerging markets. The environment is supported by a weaker US dollar, declining interest rates, and robust capital expenditure themes such as artificial intelligence, electrification, and the evolution of global supply chains.
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**About abrdn**
Aberdeen Standard Investments is a leading global asset manager dedicated to creating long-term value for clients. We offer a comprehensive range of investment solutions and pride ourselves on delivering high levels of service.
– **Global Reach:** We manage $669.1 billion* on behalf of clients in 80 countries.
– **Expert Team:** Our platform includes over 1,000 investment professionals, with client support provided from more than 40 offices worldwide.
The Aberdeen Standard Investments brand was formed in 2017 following the merger of Aberdeen Asset Management PLC and Standard Life PLC to create Standard Life Aberdeen plc.
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For more investment insights, visit our Thinking Aloud blog.
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*Data as of Q3 2025.
https://seekingalpha.com/article/4840075-abrdn-emerging-markets-fund-q3-2025-commentary?source=feed_all_articles
