Emerging-market assets and precious metals are experiencing a strong start to 2026, driven by US-Europe tensions that are weakening the dollar and encouraging global diversification. Investors are pouring record cash into emerging-market funds, with Asian technology and Latin American equities leading the rally, as a rotation out of US holdings gains momentum.
India defies West Asia war concerns as Q4 GDP growth hits 7.8%; risks remain ahead
India’s economy surged by a better-than-expected 7.8% in the March quarter, exceeding forecasts and pushing FY26 growth to 7.7%. This robust performance was driven by