Brokerage firms and investment funds are increasingly favoring emerging markets, particularly in Eastern Europe, for the second half of 2026, while expressing caution toward US and Western European equities.
A survey of market experts published by Rzeczpospolita indicates that Poland and other emerging economies are expected to deliver strong performance in the coming months, driven by resilient domestic fundamentals and relative value compared to developed markets.
The shift in sentiment reflects a broader rotation in global equity flows.
While US and Western European indices have faced mounting pressure from valuation concerns and geopolitical uncertainties, emerging markets have benefited from steady capital inflows and improving economic indicators.
Polish analysts note that the divergence is likely to persist, with emerging markets offering better risk-adjusted returns in the current environment.
Global equity markets posted broad gains on Tuesday, with Southern and Eastern European indices leading the advance.