
DLocal Limited (NASDAQ: DLO) is a perfect stock for 2026 emerging-market (EM) exposure, given its business model, industry, growth outlook, and broad market support. Still a small company, it is a fintech middleman providing payment processing and pay-in solutions throughout Latin America and globally. The company’s platforms increase customer satisfaction by simplifying the payment process, funneling a multi-channel stream that includes cards, bank accounts, and digital wallets, across borders into business accounts. Clients include eCommerce, subscription services, business-to-business payments, and marketplaces.
DLocal Limited, based in Uruguay, operates within the EM world and offers services across more than 40 emerging markets. Emerging markets are expected to lead global GDP growth, with e-commerce driving it. E-commerce is expected to grow by 7.2% globally in 2026, underpinned by expanding middle classes and digital access within emerging markets. Leading regions include South America, Africa, and Southeast Asia, where DLocal’s business is centered.