emergingpost.orgEmerging markets research and development trends
Policy And RiskCountering Disinformation: The New Frontier of Democratic Governance and Investment Risk in Emerging MarketsPolicy And RiskEuropean Central Bank warns: How global financial stability risks impact emerging marketsPolicy And RiskRisk transmission in global government bond markets: Vulnerability of emerging markets to tail shocksInvestment And FdiDivergence Beneath Surface Prosperity: Emerging Market Challenges Behind Global FDI Growth in 2025Investment And FdiReshaping of the Global FDI Landscape: How Emerging Markets Respond to Changes in Capital Flows

Emerging markets radar

Southeast Asia's "Magic Five": A New Growth Cycle Under Demographic Structure, Digital Infrastructure, and Global Capital Revaluation

Q1 2026 growth data shows that Southeast Asia is entering a new cycle where divergence and reassessment coexist: Vietnam, Indonesia, and Malaysia lead in growth rates, while Thailand and the Philippines perform moderately. The "Five Amazing Countries" framework proposed by Juwai IQI's Global Chief Economist Shan Saeed incorporates population size, industrial depth, external buffers, and policy discipline into a unified analysis. Based on the latest foreign exchange reserves, investment applications, and resource data, the article explores how the five countries will shape ASEAN's next round of growth, and analyzes the impact of the digital infrastructure race, resource strategies, and sovereign risks on long-term capital allocation.

Read full story
Fixed lead channel image
Zone 01

Southeast Asia's "Magic Five": A New Growth Cycle Under Demographic Structure, Digital Infrastructure, and Global Capital Revaluation

Q1 2026 growth data shows that Southeast Asia is entering a new cycle where divergence and reassessment coexist: Vietnam, Indonesia, and Malaysia lead in growth rates, while Thailand and the Philippines perform moderately. The "Five Amazing Countries" framework proposed by Juwai IQI's Global Chief Economist Shan Saeed incorporates population size, industrial depth, external buffers, and policy discipline into a unified analysis. Based on the latest foreign exchange reserves, investment applications, and resource data, the article explores how the five countries will shape ASEAN's next round of growth, and analyzes the impact of the digital infrastructure race, resource strategies, and sovereign risks on long-term capital allocation.

Zone 02

Emerging Markets 2026 Outlook: From Passive Acceptance to Actively Shaping the Global Order

Triodos Investment Management releases its 2026 Emerging Market Outlook. The report notes that traditional alliances are weakening, and competition between the US and China over key resources has made emerging markets a core variable in the global landscape. Emerging market economies are expected to maintain stable growth of around 4% in 2025 and 2026, but the dividends of growth are unevenly distributed, with sustainable and inclusive growth becoming key to determining long-term potential.

Zone 03

Transsion Holdings: A Long-termism Example of Tech Brands Going Global, from Africa to Emerging Markets Worldwide

This article analyzes Transsion Holdings' successful practices in emerging markets from the perspective of the shifting global growth centers. Through deep localization, a multi-brand portfolio, and long-term investments, Transsion has established a leading position in markets such as Africa, South Asia, and Southeast Asia, becoming a major player in the global smartphone market. The article explores how factors such as demographics, urbanization, and supply chain migration jointly drive the rise of the Global South, as well as the implications of the Transsion case for tech brands going global.

Zone 04

Aircraft manufacturers compete for frontier markets: global aviation重心 shifts to emerging economies

Global aircraft manufacturers are competing for frontier markets like Africa with unprecedented intensity. Boeing predicts that emerging markets will account for 55% of new aircraft deliveries by 2045, while Embraer points out that Africa will become the world's third fastest-growing aviation market. This trend is driven by demographic changes, accelerated urbanization, and regional economic integration. The article analyzes the long-term logic of the aviation industry's center of gravity shifting from traditional mature markets to the Global South, and discusses the impact of infrastructure, policy risks, and supply chain relocation on investment decisions.

Capital and FDI signals

More articles

Emerging Markets

View channel
Emerging Markets

Southeast Asia's "Magic Five": A New Growth Cycle Under Demographic Structure, Digital Infrastructure, and Global Capital Revaluation

The next growth cycle in Southeast Asia will be jointly defined by Malaysia, Indonesia, Thailand, the Philippines, and Vietnam. This article breaks down the regional growth logic of the "Magnificent Five" and signals of global capital reallocation from four dimensions: demographic structure, external buffers, digital infrastructure, and resource endowment.

Marcus Al-Thani6 min read
Emerging Markets

Aircraft manufacturers compete for frontier markets: global aviation重心 shifts to emerging economies

As giants like Boeing, Airbus, and Embraer accelerate their presence in frontier markets such as Africa, the global aviation industry is undergoing profound structural transformation. This article analyzes from an emerging market perspective how the demographic dividend, urbanization, and regional integration are driving this trend, and explores its implications for investment and long-term growth.

Rajev Kapoor3 min read

Insights

View channel
Fixed briefing imageFixed analysis imageFixed reports image