花旗2026新興市場股票策略：押AI供應鏈，中國與韓國優先，印度維持中性

In a new report from Citi Research, a team of equity strategists and analysts led by David Groman looks at the meaningful alpha investors have seen in sectors and emerging-markets (EM) countries in recent months: EM Tech, for instance, has risen 50% since P...

Let me first kick off with Citi Research's view on global EM equities, where we remain constructive in a global context. We see approximately 13% upside for the MSCI EM Index, with a year-end target of 1,540. Our constructive view is based on three key tail...

- Citi Wealth’s new quarterly report, The Short and Long: Q1 Macro Investment View, offers investors data-driven guidance to help them navigate complex markets - The report projects a constructive macroeconomic environment for early 2026, with corporate pro...

KEY TAKEAWAYS - Global emerging markets (EM) equities show a constructive outlook for 2026, driven by solid fundamentals with 17% EPS growth, anticipated Fed rate cuts, and attractive AI stock valuations, making them a strategic focus for investment outlook...

- Citi Research remains constructive on global equities, targeting 5% upside to mid-2026. - Key themes shaping equity markets are led by the broadening thesis, in which strong growth in earnings per share across regions, sectors and styles leads to a broad-...

Asia is set to outgrow the rest of the world, not least because 80% of the next billion middle-class consumers will be in this region ... The consensus [in Asia] seems to be that [the AI] trend is unstoppable, and the only way to manage it is to embrace it...