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The article discusses the potential for investment in emerging markets excluding China, citing improved economic conditions in various regions. Analysts suggest that geopolitical tensions and economic slowdowns in China may drive investors to focus on opportunities elsewhere. Countries such as India, Brazil, and parts of Southeast Asia are highlighted as strong candidates for growth. The shift represents a significant potential for diversification away from China-centric investments. Overall, the sentiment towards emerging markets outside China appears optimistic.

The John Hancock Emerging Markets Equity Fund's Q4 2025 commentary reveals strong performances in emerging markets, highlighting positive economic indicators and a rebound in consumer spending. The commentary indicates a bullish outlook for equities in countries like Brazil, India, and Vietnam, driven by government reforms and increased foreign investment. However, there are risks associated with inflation and geopolitical tensions that could affect market dynamics. Overall, sentiment remains optimistic as the fund anticipates continued growth in these markets. Investors are advised to consider increased allocations to emerging market equities as a strategic move for diversification.