State Street Global Advisors: How is AI reshaping emerging market equity performance?

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AI’s equity impact is beyond developed markets - it’s transforming emerging markets too

Emerging market (EM) equities head into 2026 with solid momentum, supported by a favourable macro backdrop and a softer US dollar. A key performance driver is the rapid integration of AI technologies across major EM economies.

Our latest insight explores how AI enabled productivity gains, proactive government initiatives, and improving earnings trends are positioning EM - especially India, Saudi Arabia and the UAE - for further potential outperformance. Read the full article to dive into the tailwinds, risks and ways investors can access AI driven growth opportunities in emerging markets.

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