East Capital Outlook 2026: Why invest in emerging and frontier markets in 2026?

East Capital

Research

7 Pages

East Capital explains why emerging and frontier markets look attractive heading into 2026. After a standout 2025, they see falling global rates, a softer dollar and improved fiscal discipline supporting these markets while many investors remain underweight. The authors argue that these regions are shifting from simple consumption plays to hubs for critical technologies and supply chains in areas like semiconductors and advanced manufacturing.

Date published: December 12, 2025

Key Takeaways

Evolving market profile: Positions emerging and frontier markets as leaders in critical technologies, supply chains and structural growth.
Macro backdrop lens: Argues that falling global rates and a softer dollar create a more benign macro backdrop.
Portfolio role clarity: Highlights diversification benefits from low correlations, reasonable valuations and under owned exposure to AI stories.
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