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This Month's Exclusive Story 3 Emerging Market Stocks Leveraging South America's MomentumAuthored by Ryan Hasson. Date Posted: 1/31/2026. 
In Brief - Emerging markets have been outperforming the U.S. stock market as commodity strength and a weaker dollar drive capital flows.
- MELI, DLO, and NU offer exposure to Latin America’s growth through e-commerce, payments, and digital banking.
- Long-term tailwinds remain despite potential short-term volatility in commodities and the dollar.
While U.S. equities have struggled to gain meaningful traction this year, several emerging markets have outperformed. Much of that strength reflects renewed interest in commodities and non-dollar assets. Buying commodities — from gold to industrial metals — typically benefits when the dollar weakens, and that dynamic has increasingly helped emerging markets. The performance gap tells the story. As of the Jan. 29 close, the iShares MSCI Emerging Markets ETF (NYSEARCA: EEM) was up 10.5% year-to-date (YTD), compared with a 1.8% gain for the SPDR S&P 500 ETF Trust (NYSEARCA: SPY). In South Africa, currency strength has further amplified returns: the South African rand has gained nearly 25% against the U.S. dollar over the past year, helping push the iShares MSCI South Africa ETF (NYSEARCA: EZA) up almost 15% YTD and more than 84% over the past 12 months. JC Parets has spent more than 20 years tracking the market's most important technical signals, and he's now warning that a key date on the calendar could mark the next major turning point for stocks. After calling the 2008 crash, the 2020 collapse, and the exact bottom in 2022, he's sounding the alarm again — and he's sharing the specific day he believes investors need to prepare for. See JC's latest market forecast here A near-term pullback in commodities could strengthen the dollar and cause emerging markets to pause, but the broader trend appears intact. For investors seeking diversification outside the U.S. and exposure to faster-growing economies, South America stands out. Here are three emerging-market stocks with compelling long-term stories. MercadoLibre: Latin America's E‑Commerce Powerhouse MercadoLibre (NASDAQ: MELI) is the dominant e-commerce and fintech platform in Latin America, with a market capitalization near $112 billion and membership in the Nasdaq-100. The company operates across e-commerce, logistics, digital payments and consumer credit, creating a deeply integrated regional ecosystem. MELI carries a Moderate Buy consensus rating, with an average price target near $2,877, implying roughly 30% upside from current levels. Investors will watch the company's Q4 earnings report on Feb. 19 closely, especially after it missed EPS estimates in Q3 amid higher investment spending and macroeconomic pressure in Argentina. Despite near-term margin compression, MELI continues to scale aggressively. In Q3 the company added 7.8 million new unique buyers, bringing its total user base to 77 million. Management says recent investments in logistics and fintech are intended to strengthen long-term competitive advantages, not permanently sacrifice profitability. A return to margin expansion in Q4 could be a key catalyst for MELI going forward. DLocal: High-Growth Fintech With Reasonable Valuation DLocal (NASDAQ: DLO) is a Uruguay-based fintech that enables global enterprises to process payments in emerging markets. Its client roster includes major names such as Amazon.com (NASDAQ: AMZN), Uber Technologies (NYSE: UBER), Microsoft (NASDAQ: MSFT), Alphabet (NASDAQ: GOOGL) and Nike (NYSE: NKE). DLO simplifies complex local payment systems, offering both pay-in and pay-out capabilities across dozens of emerging economies. What sets DLO apart is its combination of strong growth and attractive valuation. The stock trades at a forward P/E of about 16, well below many fintech peers. In Q3 2025, the company reported EPS of $0.17, beating expectations, while revenue surged 52% year-over-year to $282.5 million. Total payment volume reached a record $10.4 billion, marking the fourth consecutive quarter of growth above 50%. Analysts maintain a Moderate Buy rating on the stock, with price targets implying roughly 17% upside. For investors seeking emerging-market exposure without paying extreme multiples, DLocal offers an appealing balance of growth and value. Nu Holdings: South America's Digital Banking Leader Nu Holdings (NYSE: NU) is the largest digital bank in Latin America and one of the largest globally. With a market capitalization approaching $89 billion, Nu has built a mobile-first platform that offers digital accounts, credit cards, personal loans, insurance and investment products. Nu continues to expand rapidly beyond its Brazilian roots. As of Q3 2025, the company reported 13 million users in Mexico and 4 million in Colombia, with plans to enter additional Latin American markets in the coming years. The region's population of more than 650 million provides a long runway for growth. Looking further ahead, Nu recently received conditional approval to expand services into the United States by 2027 — a move that could significantly broaden its addressable market. With strong user growth, improving profitability and geographic expansion underway, Nu Holdings remains a core emerging-market fintech name to watch.
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