AI plays in emerging markets offer more upside than in the U.S. at present, says JPMorgan

Things are changing among emerging-markets equities EEM+2.03%, and the asset class is set to enjoy a further significant rally in the second half of 2026. For JPMorgan, it offers superior exposure to the AI theme at better valuations, and the second-half weakness strategists expect in the dollar DXY+0.08% is likely to turbocharge returns.

Market Watch • May 11, 2026

House lawmakers introducing bill to toughen US ban on Chinese vehicles

Two members of the U.S. House of ​Representatives on Monday will introduce ‌legislation to toughen a U.S. government ban on Chinese ​automakers from entering ​the American market just before ⁠President Donald Trump heads to China ​for talks.

Reuters • May 11, 2026

Jeffrey Gundlach's Debt Restructure Trade: 2 Stocks and 2 ETFs Built for the Storm

Jeffrey Gundlach, the DoubleLine Capital CEO known as the “Bond King,” has spent recent months hammering one message across his webcasts, CNBC appearances, and social posts: U.S.

24/7 Wall Street • May 8, 2026

Emerging Market Stocks Are Outperforming the S&P 500. How to Play the Rally.

Emerging market stocks are hitting new highs, driven by Asian AI firms and Latin American commodity exporters.

Barrons • May 7, 2026

How EWZ and EWW Investors Are Riding Commodity and Supply Chain Tailwinds

Latin American equities have quietly become one of the strongest regional trades of 2026, and three exchange-traded funds capture the move from very different angles.

24/7 Wall Street • May 7, 2026

Here's the latest stock market to be leapfrogged by South Korea in the world rankings

A heavier representation by tech stocks and exposure to new industries has made South Korea's index a worldbeater in 2026 while Canada has a greater representation by traditional industries like banking.

Market Watch • May 7, 2026

Emerging-Market Stocks Are Powering Past the War

Artificial intelligence and oil exports have buoyed shares from South Korea to Brazil.

WSJ • May 3, 2026

'Tipping point' to electric vehicles reached in Europe and China

Electric vehicle sales in China and Europe have reached a threshold or "tipping point" that has triggered an irreversible shift away from their petrol and diesel-powered equivalents. For their article published in Nature Communications, researchers analyzed global sales from 2016–23 and observed that EV sales were increasing exponentially across 32 countries, with the global fleet of electric and hybrid vehicles doubling every 1.5 years.

TechXplore • May 1, 2026

South Korea's 55% Market Surge Has Sparked An ETF Boom — But It's Really An AI Chip Bet

South Korea's stock market is on a historic run, but ETF investors piling into the rally may be making a far narrower bet than they realize.

Benzinga • May 1, 2026

The Big 3: UNH, EEM & GE

Don Kaufman, co-founder of @Theotrade, walks us through today's Big 3 trades. He points to UnitedHealth (UNH) as "appetizing for a trade," noting explosive moves to the upside he sees running out of gas.