Will 2026 be the Year of the "Forgotten Markets"?

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While funds flood into Silicon Valley, a quiet movement is happening in the shadows.

Emerging Market Index ( ‎$EEM ) is preparing to break a historic high (ATH) after years of accumulation, and financial institutions are starting to gather "gems" in this sector.

This list is not just about stocks, but a bet by major institutions on the drivers of the upcoming global growth:
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1. The Heartbeat of AI: ‎$TSM (Taiwan - Semiconductors)
Not just a company, but the backbone of the AI revolution.

It alone accounts for more than 11% of the index weight.

Institutional flows strongly bet (through large options contracts) on reaching $300, driven by relentless demand from Apple and Nvidia.
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2. Defensive Tech Alternative: ‎$INFY (Infosys) (India - Consulting and Technology)
While markets seek rapid growth, Infosys offers stability.

An Indian company with strong financial fundamentals and dollar-denominated returns, making it a "safe haven" within emerging markets in the tech sector.
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3. Resource and Infrastructure Bet: ‎$TECK (Teck Resources) (Canada/Latin America - Mining)
Although Canadian, it’s the smarter bet on the global "copper shortage" and infrastructure projects in emerging markets.

It benefits directly from any economic stimulus in China and the resurgence of construction activity.
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4. Latin American Financial Sector Rise: ‎$BAP (Credicorp) (Peru - Financial Services)
Banks are the first to benefit from economic recovery.

This stock represents a leading bank benefiting from economic recovery in Peru and South America, recently reaching its 52-week high with strong analyst support.
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5. The Opportunity in "Discount" Pricing: ‎$EWZ (Brazil - ETF Index Fund)
Here, the bet is not on a company, but on an entire country.

Brazil trades at very low valuations (Discount) compared to others.
Unusual options activity indicates major investors betting on currency stability and the end of the down cycle.
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💡 Summary: Geographic diversification is no longer a luxury, but a necessity. When the US markets are saturated, smart money looks for growth "at a reasonable price."

And these names are its current focus.

Is your portfolio ready for this global shift?

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