Soaring Profits in EM Build the Case for a Raging Bull Market
Companies in emerging markets are beating profit expectations for the first time since 2022. AI expansion and gains from Asian technology firms are pushing stocks toward record highs. Investors view this growth as a sign that a bull market is beginning.
What changed
New reports specify that Asian technology firms and AI expansion are the primary drivers of the profit growth.
Live updates
-
Emerging Market Profits Exceed Estimates for First Time Since 2022
confidence 90%Companies in emerging markets are beating profit expectations for the first time since 2022. AI expansion and gains from Asian technology firms are pushing stocks toward record highs. Investors view this growth as a sign that a bull market is beginning.
What's confirmed:
- Emerging market companies have beaten profit expectations for the first time since 2022.
- AI expansion and technology gains are driving stocks toward record highs.
Still unconfirmed:
- Combined inflows into Thailand, Indonesia, India and Malaysia reached US$8.2 billion in June.
- Overseas lenders purchased US$5.6 billion in India asset-backed securities for the financial year ending March 2026.
-
Emerging Market Profits Exceed Estimates for First Time in Four Years
confidence 90%Companies in emerging markets have beaten profit expectations for the first time since 2022. Tech gains and AI expansion are driving stocks toward record highs. This growth follows a 33% gain in 2025.
What's confirmed:
- Emerging market companies beat profit estimates for the first time in four years.
- Emerging market stocks are approaching record highs.
Still unconfirmed:
- SK Hynix reported first-quarter profit 43% above estimates.
- Samsung Electronics exceeded projections by 16%.
- The International Monetary Fund reported that emerging market companies exceeded profit estimates.
- Emerging market stocks saw a 33% gain in 2025.