- 30 June 2026
Peter Wilke argues the AI build-out is straining supply today, even if the technology proves disinflationary...
Emerging markets enter a new era of strength
- INSTITUTIONAL INVESTORS
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- 30.06.26
- Earnings momentum in EM equities is broadening beyond technology and North Asia, suggesting the asset class is increasingly supported by fundamentals rather than investor optimism alone.
- The macroeconomic backdrop is more resilient than in previous cycles – falling inflation, attractive real yields and improving policy credibility give EM central banks more room to manoeuvre than their DM counterparts.
- EM corporate credit has entered this period of uncertainty with stronger balance sheets and more conservative financing structures, strengthening companies' ability to navigate volatile market conditions.
Click "Visit" to read Ninety One's perspective on the evolving outlook for emerging markets.
