25% Growth (!) EM Just Got Even Louder
So compelling we had to say it twice
Yesterday we outlined the constructive case for emerging markets (here). Today, that view is amplified: Goldman has lifted its 2026 MSCI EM earnings growth forecast to 25%, up sharply from prior estimates. When growth, revisions, and capital flows align this decisively, it warrants renewed attention. Writing about EM two days in a row may feel excessive, but the data justify it.