Firms with direct exposure to AI demand, especially in China, are set to shine among emerging-market equities next year, Swiss bank says.

Emerging-market (EM) equities are likely to deliver slower returns next year after an expected period of early outperformance, but investors should stay overweight on Chinese stocks thanks to attractive valuations, solid fund flows and favourable macro catalysts, according to UBS. After growth of about 18 per cent in earnings per share (EPS) in 2025, the companies in the MSCI Emerging Markets Index would deliver earnings growth of 15 per cent in 2026 and 10 per cent in 2027, with artificial…

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