The investment bank anticipates sustained growth over the next 12 months, with an emphasis on Asia and other selected markets. Which are the emerging markets that are on the rise.
He MSCI EM indexwhich brings together large and medium-sized companies from emerging markets, accumulated nine consecutive months of increases between January and September 2025. According to Goldman Sachs Research, this trend could extend over the next 12 monthsdriven by improvements in corporate profits, the geographic diversification of investment portfolios and the interest rate cuts anticipated by the United States Federal Reserve, in a weakened dollar scenario.
The investment bank adjusted its forecast for the MSCI EM index, projecting a value of 1,480 points for the next 12 months, from 1,378 points recorded as of October 16. Corporate profits are expected to grow 9% in 2025 and 14% in 2026.
“Indian and Saudi Arabian stocks, which have lagged this year, could benefit from tailwinds from deregulation,” the study concludes.
Regional focus
Goldman Sachs analysis identifies China and South Korea as markets with greatest growth potential, linked to its exposure to the technology sector and artificial intelligence.
In South Korea, corporate governance reforms could contribute to the rise in stock prices, while in China progress is expected with policies aimed at regulating competition and prices in the productive sector.
The report also highlights opportunities in South Africa, where the rise in the price of gold benefits mining companies and domestic sectors could take advantage of a recovery in growth and lower financing costs. In addition, India and Saudi Arabia are mentioned as markets that could benefit from deregulation processes.
Goldman Sachs Projected a Stablecoin “Gold Rush” Is Coming: The Details
The rise of stablecoins (stablecoins) could trigger a profound transformation in both the US Treasury bond market and the crypto industry itself. In fact, for Goldman Sachsa new one is coming “gold rush” linked to these assets.
According to the Financial Times, US Treasury Secretary Scott Bessent anticipates that digital currencies backed by high-quality assets, such as Treasury bills, will become a key demand driver for government debt.
Source: Ambito
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