Yahoo Finance·2025-12-23 15:35Group 1: Emerging Markets Overview - Emerging markets (EMs) are projected to lead global growth in 2026, with GDP growth forecasted in the range of 4% to 4.5%, driven by expanding middle classes and increasing digital adoption [2] - The rising consumer spending in emerging markets is reflected in the use of smartphones for digital payments across various sectors, including cafés, transit kiosks, and street shops [1] Group 2: Investment Opportunities - Companies in the "everyday economy" sectors such as payments, mobility, delivery, and value-oriented consumer brands are expected to benefit from the GDP growth in emerging markets [2][3] - DLocal (NASDAQ: DLO) is highlighted as a key player providing payment processing and pay-in solutions across emerging markets, enhancing consumer access and operational efficiency for businesses [3][4] - DLocal's financial metrics indicate strong revenue growth, improving profitability, and record-setting free cash flow, with expectations for continued strength into 2026 [4] Group 3: Analyst Insights - Analysts have increased coverage and price targets for DLocal, with a consensus indicating a potential upside of 15% and a high-end target suggesting up to 50% [5] - Factors contributing to the positive outlook for DLocal include a new CEO, turnaround efforts, improved financial clarity, and confidence in long-term growth, alongside upcoming catalysts such as the 2026 World Cup [5] Group 4: Other Notable Companies - Grab Holdings (NASDAQ: GRAB) is positioned as a leading "superapp" in Southeast Asia, offering ride-hailing, delivery, and fintech services, supported by its first-mover advantage and aggressive technology investments [6][8] - Arco Dorados is undergoing a digital transformation that is expected to drive growth and margin recovery [6]