Emerging markets are entering one of their strongest macro phases in decades. They now generate around two-thirds of global growth, supported by lower government and private sector debt, healthier demographics, and positive real interest rates that give room for policy flexibility.
At the same time, innovation is accelerating. EM companies are taking leading roles in areas like AI hardware and renewables, while rising incomes and fintech platforms channel more local savings into equity markets. In addition, a structurally weaker US dollar makes a constructive backdrop for investment in EM assets.
Economic strength and innovation leadership now characterize EM
Growing EM wealth increases domestic investment flows
Reality now suggests that EM equities should be considered more broadly beyond their traditional role as portfolio diversifiers or amplifiers of global cycles
Find out how EM is building strength from within.
