JPMorgan sees another year of EM equity outperformance, with India among top picks

December 9, 2025
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Emerging markets are roaring ahead in 2025, with MSCI EM up nearly 30% YTD. JPMorgan sees the rally extending into 2026 on valuations, positioning and a softer dollar.

JPMorgan sees another year of EM equity outperformance, with India among top picks

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