Emerging Markets Repriced: Dispersion, Reform and the Return of Alpha
January 29, 2026 | Emerging Markets, Public Markets
The experience of 2025 marked a decisive shift. Emerging Markets no longer behaved as a single macro trade driven by global liquidity, commodity cycles or single-country dominance. Instead, they became a collection of distinct national and sectoral drivers, shaped by domestic policy, reform momentum, corporate balance-sheet quality and exposure to global capital-spending cycles.
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