Emerging Market Momentum: is it time for SA to shine?

With emerging markets outperforming developed markets for much of 2025, attractive valuations, robust growth potential, and a shift in global momentum have many forecasting a renewed EM resurgence. But emerging markets are far from homogenous. Which economies are likely to lead in this cycle, and which may fall short? How does South Africa's equity market compare to its EM peers? And could political instability, economic uncertainty, or currency volatility derail the outlook? This session will explore the drivers behind the EM rally, identify regions with sustainable growth potential, and assess the risks and opportunities that lie ahead for investors.