Emerging markets

Emerging Asia lures capital as geopolitics rattle risk appetite

Inflows into North and South-east Asian equities have reached US$3.3 billion so far in January

Above: Singapore Exchange at Raffles Place.  Asia’s superior growth dynamics, attractive valuations and resilient policy frameworks are making EMs, and Asian EMs in particular, the standout opportunity for 2026.
RETHINKING MATTERS

Local hero: Asia’s risk markets

Conditions are finally ripe for Asian equity markets to outperform those in developed peers in 2026

Funds are planning to raise billions for new private credit strategies in 2026 and increasingly report interest from pension, insurance and sovereign players.

Sovereign wealth funds join clamour for private credit in EMs

Industry figures put 2025 as easily the biggest year on record

TSMC was among the top contributors to the rally in emerging market stocks.

Emerging market stocks set for record high on tech optimism

EMERGING market (EM) stocks were on track to hit a record, buoyed by persistent gains in Asian technology shares that have fuelled risk appetite across the developing world.

Emerging markets’ share of global stock and bond benchmarks is on the rise.

Emerging markets bring high hopes for 2026 after stellar year

This year’s capital rush into the sector is a sign more investors are allocating to a sector that’s been out of favour after years of lacklustre performance

Investors continue to receive more compensation for taking on emerging-market credit risk than for equivalent developed-market credit, even when the underlying credit quality is the same.

Fixed income at a crossroads: Emerging-market debt gains appeal

Bond markets in emerging economies offer high real yields, improving inflation trends and attractive FX valuations

India cannot continue to marginalise its nearly 200 million Muslim citizens and still achieve Modi’s goal of reaching developed-country status by 2047.

Can Modi turn India into a developed economy by 2047?

Achieving that vision would require sustaining annual growth of 7% to 8%, high levels of infrastructure investment, and ambitious structural reforms

Overall global income inequality appears to be declining thanks in large part to two emerging market giants, China and India.

G20: Will Asian emerging markets continue to drive progress?

For the first time in 200 years, global income inequality is declining. But income inequality within nations could set this on reverse

Multiple catalysts have driven the surge, including strong gains in many AI-focused Asian tech stocks and a weaker US dollar prompting money managers to diversify beyond American assets.

Emerging market stocks rise every month this year for the first time since 1993

The surge is driven by factors including strong gains in many AI-focused Asian tech stocks and a weaker US dollar

MSCI’s gauge of South-east Asian stocks is up 10% this year, trailing the broader emerging markets index’s 29% gain in its biggest annual underperformance since 2020.

Trump’s visit spurs hopes for South-east Asia as regional stocks struggle

The region’s equities seen ripe for rebound after investors pull nearly US$900m this month