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Zooming In: The rising importance of emerging markets in portfolios in the new world order

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Zooming In: The rising importance of emerging markets in portfolios in the new world order

by Neha Sahni, Director, Global Market Strategist, HSBC Private Bank and Premier Wealth
Feb 12, 2026

Emerging markets delivered robust performance in 2025, supported by a weaker US dollar, resilient growth driven by AI advancements, and favourable policy measures. And we believe these should continue to provide a supportive environment for EM earnings this year too. In addition to offering strong returns, EM exposure also adds diversification benefits —particularly valuable amid ongoing geopolitical tensions between western nations.

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Welcome to the latest episode of Zooming In series where Neha Sahni, Director, Global Market Strategist, and Alastair Pinder, Head of EM and Global Equity Strategy, HSBC Global Investment Research, talk about the rising importance of emerging markets in portfolios in the new world order.

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