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Strategists say 2026 may favour emerging markets as valuations correct globally
Analysts expect emerging markets to outperform in 2026 as developed markets trade at highs, with investors likely rotating into high-value economies in Asia and beyond.
Market strategists predict that 2026 could offer better value for investors in emerging markets, as many developed market equities trade at elevated valuations. They note that tighter monetary policy cycles in the U.S. and Europe may limit upside there. Emerging economies, especially those with growth potential and stable fundamentals, might outperform.