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Emerging Markets in 2026: Outperformance for many, but further disappointment for India?

Key highlights from the webinar: 

• • Korea Tech Surge: Emerging markets outperformed developed markets in 2025, driven by Korea, material and tech sectors.
  • Emerging Markets Win: Emerging markets are expected to continue outperforming developed markets in 2026, with a weaker dollar and higher earnings growth.
  • Top Investment Picks: India, the Philippines, Egypt, Vietnam, and small caps are highlighted as top investment opportunities for 2026. India is Mike’s top pick given the dichotomy between fundamentals and market performance.
  • AI Focus Shift: AI spending will remain significant, but further valuation re-rating is unlikely; focus shifts to smaller names benefiting from AI.
  • Oil Price Boost: Lower oil prices will benefit oil-importing emerging markets, boosting consumer sectors and domestic growth.

You can watch the webinar here:

And you can download the slides here: https://alquity.com/wp-content/uploads/2026/02/Alquity-Webinar-January-2026.pdf

FOR PROFESSIONAL INVESTORS ONLY.