Emerging-Market Equity 2026 Outlook: BI Replay

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Duration: 64 Minutes

Original Date: January 08, 2026

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Emerging markets enter 2026 at an inflection point. After a year of tech-driven concentration and uneven flows, the question now is whether earnings strength and policy support can sustain momentum. Will North Asia’s tech cycle keep powering EM leadership? Can China’s growth story regain traction amid structural headwinds? Will India’s resilience hold as valuations bite? And can ASEAN carve out a bigger role as supply chains and capital flows realign? And with EM tech’s beta to US tech at a 20-year high, could a stumble in global leaders amplify risk across portfolios? Join Bloomberg Intelligence's strategy team as they explore the key themes and risks for EM equities in 2026.

Emerging-Market Equity 2026 Outlook: BI Replay

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