Emerging market equities to achieve low-teen returns by the end of 2025, UBS says

Global equity markets rise; political tensions challenge investments. UBS suggests balancing risks with potential gains, highlighting opportunities in emerging markets amid ongoing geopolitical uncertainties.

Morning Bid: US exceptionalism piles pressure on EM

Citigroup warns Trump's policies may slow growth in emerging markets

Citigroup analysts predict emerging market stocks will underperform due to Trump's policies. Specific country forecasts include downgrades for India and South Korea, with upgrades for Saudi Arabia and South Africa.

What will US elections and waning US exceptionalism mean for EM? UBS asks

UBS forecasts potential upside for emerging markets driven by the US election and slowing US growth, despite several challenges including weak global trade and tariff risks.