Adjusted PEG ratio for emerging markets stands at 0.9, compared with 1.3 for US and 1.6 for Europe
Analysis by Vladimir Oleinikov Emerging market equities have fully recovered since the start of the conflict with Iran (28 February), rising by 5.3% in terms of total return. Earnings revisions (earnings per share) have improved despite geopolitical tensions, reflecting macroeconomic resilience and AI-driven results. Beyond AI, emerging markets are benefiting from broader industrial trends – renewable energy, energy security and defence – particularly in Asia (which accounts for 82% of…









