Nifty 50 Above 24,000, Sensex at 77,410: Why Emerging Markets Are Beating the US in the 2026 AI Rally
Introduction Here’s a number that should reframe how you think about 2026: emerging market stocks have outperformed the S&P 500 for five straight quarters, and they’re on track for a sixth. Not because Wall Street stumbled — the S&P 500 is still posting solid gains — but because the AI trade has found a second…