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2026 Emerging Markets Outlook: Trends for Investors to Watch

Leading a red-hot energy sector that rose over 22% in early 2026, supported by oil prices hovering near $100 per barrel. 2. High-Growth Tech & AI

Up 32% year-to-date as of February, benefiting from the global data center buildout where its generators power AI servers.

Despite the rotation, select AI-centric companies with strong fundamentals and "insider conviction" remain top analyst picks.

A top industrial performer in 2026, gaining from the increased demand for electric power infrastructure.