Emerging markets to triumph in 20262026 is expected to see a decisive rotation in global asset allocation, with emerging markets (EM) positioned to outperform developed markets (DM) as the US dollar enters a weakening cycle, according to analysts. Secondly, valuations remain attractive as EM equities, particularly in Asia and China, are trading below long-term historical averages on a cyclically adjusted price-earnings basis. "Within emerging markets, Asia stands out. For Thailand, Krungsri expects economic growth in 2026 to remain modest at slightly above 2%, below long-term potential and regional peers. The bank favours selective exposure to DMs outside the US, where valuations are relatively more reasonable and earnings growth could broaden if global growth stabilises.

Source: Bangkok Post February 16, 2026 18:32 UTC