EM earnings broadening beyond AI, VanEck says

Emerging-market earnings are broadening beyond the artificial intelligence trade, according to a VanEck commentary published on 12 Oct. 2026. The firm said its research in Korea, Taiwan, Brazil and India reinforced conviction in the AI supply chain while also highlighting opportunities in infrastructure, real assets and Latin America. The source material does not provide a market-wide earnings rate or a fund performance figure. It does, however, frame the current opportunity set as broader than technology alone, while warning that any discussion of individual securities is not a recommendation to buy or sell and that forward-looking statements are illustrative only, valid…

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