HSBC Names UAE and Mainland China Among Top Eight Emerging Markets Through 2027

In an emerging markets strategy report, HSBC identified eight favoured equity markets for investors through 2027, including mainland China and the UAE. The bank upgraded the United Arab Emirates and Colombia from neutral to outperform, while maintaining overweight ratings on mainland China, Taiwan, Brazil, South Africa, Turkey, and Hungary. The report cited artificial intelligence growth, infrastructure investments, and economic resilience as key drivers.

Published October 12, 2026 Source: logos-pres.md Analysis

English Original
中文 Chinese version
العربية Automatic translation

Illustration

HSBC has identified eight emerging equity markets that it considers most attractive for investors through 2027, according to an emerging markets strategy report. The banking group advised investors to favour equities in mainland China, the United Arab Emirates, Taiwan, Brazil, South Africa, Turkey, Hungary, and Colombia.

For mainland China, HSBC maintained an outperform recommendation, highlighting opportunities across artificial intelligence hardware manufacturers, technology companies, and exporters. The bank pointed to relatively low equity valuations and improving corporate earnings trends as primary rationales for maintaining positive positioning.

HSBC upgraded the UAE from neutral to outperform alongside Colombia. According to the report, the upgrade for the UAE is supported by resilient expatriate activity, continued infrastructure investments, and relatively limited positioning among foreign investors.

Across other highlighted markets, HSBC emphasised drivers including semiconductor supply chains, commodity demand, and structural reforms. Taiwan remains a key artificial intelligence beneficiary, Brazil is positioned to benefit from monetary easing and oil prices, and South Africa is supported by precious metals strength and corporate reform initiatives.