AI-led market performance has been concentrated in the Magnificent Seven and a handful of core infrastructure beneficiaries.

Emerging markets equity returns have been driven by extreme mega-cap concentration, with index breadth collapsing to historic lows and masking weakness across much of the opportunity set.

Kotak Securities pegs Nifty's December 2026 target at 29,120 in their base case, nearly 13 per cent above current levels ...

Indian equities posted their worst 30-year relative performance in emerging markets (EM) space in 2025, with MSCI India up ...

Emerging-market stocks have broadly crushed the U.S. equities market this year, in one of the biggest market surprises of ...

This year’s big emerging market winners have tended to offer exposure to one of 2025’s two winning trends – AI-focused tech ...

Trading in the Hungarian forint, long a niche emerging market currency, has more than doubled since U.S. President Donald ...

After years of standing out as a global favourite, India’s stock market had a tough 2025. The domestic equity market “suffered its worst relative performance” in 30 years so far in 2025, both in an ...

Asian stocks were largely higher on the day, with South Korea’s KOSPI closing more than 2 percent up and Taiwan’s benchmark index gaining 1.6 percent, lifting the MSCI EM Asia index to a one-week high ...

The last major tailwind is the AI exposure. Citi notes that EM markets still offer an attractive valuation-to-growth tradeoff versus developed peers, even after recent re-rating. “Key EM AI stocks ...

US Dollar South African Rand, JPMorgan Chase & Co, iShares MSCI Brazil ETF, US Dollar Korean Won. Read 's Market Analysis on Investing.com ...