Barclays: Emerging markets outperformed expectations in Q2, Asia remains the region with the greatest upside potential

```htmlGolden Ten Data reported on June 25 that the Barclays research team released its latest quarterly outlook on emerging markets economics and strategy. Barclays stated that since the second quarter, geopolitical tensions and energy prices have been the main factors driving market trends, but emerging market economies and assets have performed better than expected. The Federal Reserve’s policy cycle may bring new challenges to local currency assets in emerging markets, but the easing situation in the Middle East is also expected to create opportunities for their performance. Investors will pay more attention to different markets and their excess return opportunities driven by fundamentals. Barclays believes that the previously feared supply chain disruptions have not caused a regional slowdown in growth. Thanks to resilient exports—especially strong performance in technology exports—and the ability of both companies and governments to reallocate energy supplies, most economies apart from the Philippines have significantly outperformed expectations.```