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Investment Weekly

Sleeping giants in EMs
17 July 2026
    Articles

    Chart of the week – Sleeping giants in EMs

    Chart of the week – Sleeping giants in EMs

    Emerging market stocks have performed well in 2026, with some markets surging on the AI boom. But there have been laggards, including China and India. This dispersion in performance is a key source of EM diversification – and with discounted valuations and encouraging earnings growth, these regions could be well-positioned to benefit from a market rotation.

    Market Spotlight

    • Quality over quantity

    Lens on…

    • Two-way tech
    • Summer storms?
    • Going home

    Read the full commentary PDF, 3.41MB

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