Fundamental Guide To Emerging Markets

A comprehensive May 2026 outlook for major emerging markets, highlighting Taiwan's semiconductor-led boom and China's tech-focused industrial policy amid global oil price volatility.

Key Takeaways

• 1.Taiwan's semiconductor exports are turbocharging growth, with a 2026 forecast of 7% GDP growth despite energy disruption risks.
• 2.China's 15th Five-Year Plan (FYP) underscores a strategic pivot toward tech dominance, hardware dominance, and advanced manufacturing.
• 3.India faces significant inflation pressure with CPI expected to breach the 6% threshold by 3Q/FY27, likely compelling the RBI to hike rates by end-2026.

Table of Contents

• Growth drivers
• Relative score for short-term growth
• Relative score for long-term growth
• China
• Taiwan
• South Korea
• Brazil
• India
• Mexico
• Forecasts
• EM Asset Allocation
• Central Bank Watch
• Key points – May 2026
• Authors

Document Preview

Page 1 of 5

Subscribe for full accessStart Free Trial