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EM outlook: Emerging markets at an ‘inflection point’ after strong 2025

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.




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