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Investment Weekly

A great start for EM
30 January 2026

    Chart of the week – A great start for EM

    Chart of the week – A great start for EM

    Emerging market stocks have got off to an exceptionally strong start in 2026, proving again that they can be both lucky and good – with the tailwind of dollar weakness acting as a catalyst to attractive structural stories and improving fundamentals and profits.

    Market Spotlight

    • Guess who’s back…?

    Lens on…

    • Not feeling the vibe
    • Getting carried away
    • Quality control

    Read the full commentary PDF, 3.37MB