A pick-up in consumer demand, improving economic growth and attractive stock market valuations have contributed to the popularity of emerging markets this year.
analysts continue to see "justification for a small overweight in EM" from a global perspective, even as the U.S. election outcome will "likely reinforce the era of U.S. equity exceptionalism." Here are two of the bank's lesser-known top stock ideas: XP Inc analysts wrote. They remain bullish on XP as the company "continues to show resilient earnings performance," with its EPS seeing an estimated 12% compound annual growth rate 2022 and 2024. They also expect the stock's dividend yield to be circa 7% in 2023 and 2024. Cemex Over in Mexico,
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