# Emerging Markets Q3 2026 Commentary

> Emerging markets ended Q3 flat as IT reversal offsets sector gains.
- Title: Emerging Markets Q3 2026 Commentary · Seekingalpha | Shortify
- Summary: Emerging markets ended Q3 flat as IT reversal offsets sector gains. Emerging market equities finished Q3 roughly flat after IT sector reversal offset gains…
- Keywords: dodge and cox, emerging markets, stock fund, q3 2026, information technology, sector performance, money, business, Emerging, Markets, 2026, Commentary
- Source: Seekingalpha — https://seekingalpha.com/article/4959580-dodge-and-cox-emerging-markets-stock-fund-q3-2026-commentary
- Author: Dodge & Cox
- Published: 2026-10-29T19:14:00+00:00
- Read time: 1 min
- Topics: dodge and cox, emerging markets, stock fund, q3 2026, information technology, sector performance, money, business
## Q3 2026 Performance
Emerging market equities finished the third quarter roughly flat as a sharp reversal in Information Technology offset gains across most other sectors.
## Energy Sector Strength
Energy was among the quarter's top-performing sectors as higher oil prices and refining margins benefited energy companies in Brazil, China, South Korea, and other countries.
## Portfolio Strategy
The portfolio remains diversified across a broad range of investment themes and regions, anchored by our three- to five-year investment horizon.
## Key takeaway

Emerging market equities finished Q3 roughly flat after IT sector reversal offset gains in most other sectors.