Emerging markets’ strength is coming from within | Idea Farm

Emerging markets’ strength is coming from within

Robeco

Research

8 Pages

March 2026

The architecture of the global economy is changing with emerging markets (EM) becoming central to global growth, innovation and wealth creation. Robeco believes this means global investors should consider building or adding to core exposure to EM equities.

Key Takeaways

Growth center shifted: EM and developing economies reached 60% of global GDP on a PPP basis in 2025.

Tech leadership rose: Technology grew to 28% of MSCI EM market cap by 2025.

Domestic flows matter: EM middle class households are projected to rise from 354 million to 687 million by 2034.

Markets Emerging Markets International Markets

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