The latest analysis from Aubrey Capital Management highlights a compelling shift underway in emerging markets: a potential consumer boom driven by improving real incomes and easing inflationary pressures. After a challenging 2025 for core consumer sectors, the outlook for 2026 appears far more dynamic, with rising purchasing power set to revitalise demand across areas such as consumer staples, real estate, healthcare, and discretionary spending. As Aubrey notes, the long‑term

Emerging markets are stepping into 2026 with real momentum — and a sense that the next phase could be transformative. This Portfolio Adviser piece explores why last year’s strength may mark more than just a rebound, highlighting the structural shifts, policy dynamics and growth drivers now shaping the EM landscape. For investors watching inflection points , valuation resets , or long‑term global opportunities , it’s a timely and insightful read. EM outlook: Emerging markets a

India is highlighted as one of the best-managed large economies, with strong growth, low inflation, and promising sectoral opportunities. Read more here: Wachstumsmotor Indien | Intelligent Investors

India’s stock market has been experiencing a surge in initial public offerings (IPOs), reflecting strong investor enthusiasm and confidence in the country’s economic growth. A wide range of companies—from tech startups to consumer-focused businesses—are rushing to list shares, aiming to capitalize on favorable market conditions and rising demand from both domestic and international investors. Read the full article below: Forget Nvidia or Alibaba Group Holding , for a moment.