Emerging Markets Outlook 2026: Earnings Growth, Valuations & Policy Reform | Macro Moments скачать в хорошем качестве

Emerging Markets Outlook 2026: Earnings Growth, Valuations & Policy Reform | Macro Moments

In this episode of Macro Moments, Elias Elias, Client Portfolio Manager for Emerging Markets at Templeton Global Investors, discusses why the outlook for emerging market equities remains constructive heading into 2026. The conversation highlights strong earnings momentum across EM, with earnings growth expected to outpace developed markets, alongside attractive valuations trading at a significant discount. Elias also outlines how policy reforms and structural shifts across countries such as China, Korea, and India are creating a supportive backdrop for the asset class. The discussion then turns to key macro risks, including US inflation, Federal Reserve policy, a stronger US dollar, geopolitical uncertainty, and upcoming elections across Latin America. Finally, Elias shares the major portfolio themes for 2026, including exposure to AI, semiconductors, EVs, automation, and the long-term growth potential of rising domestic consumption across emerging markets. emerging markets, emerging market equities, EM equities, Templeton Global Investors, Franklin Templeton, Elias Elias, Macro Moments, emerging markets outlook 2026, global equities, international investing, earnings growth, EM valuations, developed vs emerging markets, policy reform, China equities, Korea value up, India tax reforms, AI stocks, semiconductors, electric vehicles, automation, robotics, domestic consumption, middle class growth, US inflation, Federal Reserve policy, strong dollar, geopolitical risk, Latin America elections, active investing