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By Alessia BERARDI, Head of Emerging Macro Strategy, Amundi Investment Institute
Emerging markets (EMs) are once again in the spotlight. Amid global monetary easing, a weaker US dollar, and resilient domestic demand, the macro environment has turned distinctly favourable for developing economies. According to the latest Emerging Markets Charts and Views report (Amundi Investment Institute, October 2025), EMs are entering a new cycle of opportunity driven by stable inflation, credible policy frameworks, and improving external balances.
Macro Support Returns to the Emerging World
The global economic cycle is now aligned to support EM outperformance. With the US Federal Reserve resuming rate cuts and inflation...
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