
2026 is going to be a good year for emerging markets (EMs). They are forecasted to lead global growth with gross domestic product (GDP) in the 4% to 4.5% range, underpinned by expanding middle classes and rising digital adoption.
For investors, that backdrop matters because GDP growth supports “everyday economy” companies in fast-growing regions: payments, mobility, delivery, and value-oriented consumer brands. The three stocks below offer different ways to tap emerging-market consumer spending without relying on one single country’s cycle.