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M&G Investments

2025 Top 500 ranking: 77

Emerging markets after Iran shock: AI, oil and market dispersion

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Emerging markets continued their resurgence in early 2026, only to be tested by renewed geopolitical shocks. As AI leadership, oil disruption and policy credibility pull markets in different directions, performance has become increasingly uneven. We explore why emerging markets’ resilience is now defined by dispersion and what that means for ...

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