The New Geography of Growth

A country-by-country look at the markets, sectors and macro trends shaping global equity returns in 2026.

Focus
Updated16 Jul 2026, 04:13 PM IST
Global equity markets are no longer moving in sync. Different countries are being driven by distinct factors such as AI adoption, domestic demand, industrial growth and policy support.
Global equity markets are no longer moving in sync. Different countries are being driven by distinct factors such as AI adoption, domestic demand, industrial growth and policy support.
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From semiconductor-led gains in Asia to sector-specific opportunities across developed and emerging markets, investors are increasingly looking beyond traditional benchmark indices for diversification.

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