SignalEU/UK
8 emerging markets to consider in 2027: HSBC
High-priority alert based on source significance and keyword relevance.
Context
What happened: HSBC named eight emerging equity markets it favours heading into 2027, citing artificial intelligence, economic reforms and resilience to global shocks in its October 6 emerging markets strategy report.
Key numbers: HSBC maintained overweight ratings on
Why it matters: HSBC expects investors to favour economies with greater independence in resources, technology, financing and market access, which it calls an "autonomy premium." It cited four challenges for emerging markets: elevated oil prices, El Nino-related food inflation, rising US bond yields and rapid AI developments.
Market: +1.4% by next close ($94.31 on Oct 12), +20.7% YTD
What changed
HSBC named eight emerging equity markets it favours heading into 2027, citing artificial intelligence, economic reforms and resilience to global shocks in its October 6 emerging markets strategy report.
Why it matters
HSBC expects investors to favour economies with greater independence in resources, technology, financing and market access, which it calls an "autonomy premium." It cited four challenges for emerging markets: elevated oil prices, El Nino-related food inflation, rising US bond yields and rapid AI developments.
Market: +1.4% by next close ($94.31 on Oct 12), +20.7% YTD