Emerging Markets Set to Excel: Three Stocks for Growth and Value in 2026
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 11 2025
0mins
Source: NASDAQ.COM
Emerging Market Growth: Emerging and developing economies are projected to grow by 4.2% in 2025, significantly outpacing the 1.6% growth expected for advanced economies, with EMs now accounting for over 50% of global GDP.
Equity Market Performance: Emerging-market equities are expected to outperform developed-market equities for the first time since 2020, aided by favorable economic conditions and a significant valuation discount of approximately 35% compared to developed markets.
Key Emerging Market Stocks: Notable stocks such as ICICI Bank, Taiwan Semiconductor, and MercadoLibre are highlighted as strong performers, benefiting from structural tailwinds and expected to show robust growth into 2026.
Monetary Policy and Manufacturing Growth: Easing monetary policies in emerging markets are fostering credit growth and supporting manufacturing activity, with countries like India attracting significant foreign investment and experiencing a surge in mobile phone exports.
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Analyst Views on TSM
Wall Street analysts forecast TSM stock price to fall
8 Analyst Rating
7 Buy
1 Hold
0 Sell
Strong Buy
Current: 432.150
Low
63.24
Averages
313.46
High
390.00
Current: 432.150
Low
63.24
Averages
313.46
High
390.00
About TSM
Taiwan Semiconductor Manufacturing Co Ltd is a Taiwan-based integrated circuit foundry service provider. The Company is primarily engaged in integrated circuit manufacturing services. It offers advanced process technologies, specialised process solutions, advanced photomask and silicon stacking, and packaging-related technologies, while supporting a comprehensive design ecosystem. The Company's products serve diverse electronic sectors including artificial intelligence, high-performance computing, wired and wireless communications, automotive and industrial equipment, personal computing, information applications, consumer electronics, smart internet of things, and wearable devices.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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See More
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- Market Focus Shift: While the market primarily focuses on Nvidia's GPUs, Cramer points out that investors are overlooking the critical role of CPUs in the AI ecosystem, potentially giving Intel an unexpected competitive edge.
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