HeyJaredDarius McDermott
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- Sep 16, 2026
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- Sep 16, 2026
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Darius McDermott: The overlooked giants of emerging markets (opens the original)
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Developed nations are in a bind. They are seeing rising borrowing costs, which weakens their consumer-dependent economies, while also threatening AI spending – currently the main driver of growth. India and China have none of these concerns and yet continue to be widely overlooked by investors. It’s been a boom time for emerging markets, which are now almost 10% ahead of developed markets for the year to date. Yet this has had little to do with China or India, which have both continued to lag. T
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