The Real Winners WEF2026

India, Africa & Emerging Markets Redefine Global Growth

AI TV INFO | Global Economic Intelligence — January 27, 2026

Davos 2026 wasn’t just about speeches and panels — it revealed which regions, countries, and economic strategies are gaining real leverage in the new global growth paradigm. Below, we break down the key winners and exactly what each gained.

🇮🇳 India — The Engine of Global Demand and Innovation

Why India Won

• Huge investment commitments (≈ ₹29,000 crore / $3.5B) in AI, clean energy, data infrastructure, and manufacturing — signaling solid private-sector confidence.

• Repeatedly framed at Davos as a critical alternative in global supply chains, especially in tech, semiconductors, and digital services.

• Growing narrative shift: from “emerging market” to core global growth driver, attracting strategic capital and alliances.

Economic Impact

• Credibility boost with global allocators and institutional investors.

• Narrative traction as a long-term investment destination, not just a high-growth statistic.

• Positioned as a bridge between advanced-market capital and Global South demand.

🇻🇳 Vietnam — Asia’s High-Growth Production Hub

Why Vietnam Won

• Regional monitors upgraded Vietnam’s GDP growth forecast to 7.6% in 2026, making it the fastest-growing economy in the ASEAN+3 group.

• Identified as a cost-efficient hub for sustainable aviation fuel (SAF) and other green supply chains.

• Strong manufacturing, export diversification, and growing FDI momentum.

Economic Impact

• Reinforces Vietnam’s role as a “China+1” supply chain destination.

• Attracts high-value manufacturing projects relocating from mature markets.

• Boosts confidence among foreign investors eyeing ASEAN growth.

🇿🇦 South Africa — Logistics and Market Stability Return

Why South Africa Won

• Record demand in infrastructure debt (R42B+), showing market confidence in reforms.

• Inflation falling toward target, opening the door for potential rate cuts.

• Removal from key risk lists and a stronger currency (rand) boosted investor sentiment.

Economic Impact

• Signals a turnaround in Africa’s largest diversified economy.

• Logistics improvements unlock export corridors in minerals and agriculture.

• Strengthened fiscal stability attracts portfolio and project capital.

🇰🇪 Kenya — Agricultural & Export Growth Opportunity

Why Kenya Won

• Secured zero-tariff access agreements with major partners, boosting agricultural and manufactured exports.

• Inflation moderation and currency stability improved market confidence.

• Seen as one of East Africa’s fastest-growing markets with improving business conditions.

Economic Impact

• Agribusiness expansion and export diversification.

• More predictable inflows of trade finance.

• Emerging as a regional logistics and value-chain hub.

🇳🇬 Nigeria — Macro Stabilization + Export Signals

Why Nigeria Won

• IMF raised growth forecast (~4.4% for 2026) based on macro stability and reform signals.

• Banking sector reforms + fx stability improved private-sector confidence.

• Market watchers increasingly view Nigeria’s large consumer base and digital economy as growth anchors.

Economic Impact

• Encourages capital for non-oil sectors (tech, services, manufacturing).

• Strengthens Nigeria’s position in Pan-African trade and investment flows.

• Signals broader stabilization in West Africa.

🇸🇩 South Sudan & 🇬🇳 Guinea — Resource-Led Double-Digit Growth Prospects

Why These Smaller Markets Won

• Projected double-digit GDP growth driven by oil (South Sudan) and mining (Guinea).

• Spotlighted as high-growth outliers amid broader African expansion.

• Their performance emphasizes that resource and reform alignment still matters, especially with infrastructure uptake.

Economic Impact

• Demonstrates that even frontier markets can lead regional averages.

• Attracts capital looking for high-return, high-impact projects.

• Reinforces the investment case for resource-linked industrial expansion.

🇧🇷 **Brazil & 🇦🇷 Argentina — Latin America’s Resilient Core

Why Brazil & Argentina Won

• Both benefited from EU–Mercosur duty-free frameworks, opening advanced-market export corridors.

• Commodity strength and reform momentum supported equity market outperformance.

• Policy shifts helped reframe Latin America from “emerging risk” to export and resource resilience play.

Economic Impact

• Greater access to European markets without punitive tariffs.

• Improved foreign investment perception — especially in agribusiness and energy.

• Stabilized macro conditions foster capital inflows.

🇨🇳 China — Trade Anchor and Industrial Backbone

Why China Won

• Trade surplus at $1.2 trillion in 2025 underscores China’s role as a powerhouse of global demand.

• Hainan Free Trade Port saw surging firm registrations and duty-free sales — a concrete opening signal.

• Continued role as a consumer of Global South goods and partner in infrastructure projects.

Economic Impact

• Anchors Asia’s export ecosystem and corridors like OBOR-linked rail and logistics.

• Supports commodity demand for Africa and Latin America.

• Reinforces China’s role as a critical pivot in diversified global supply chains.

Thematic Winners at Davos 2026

Beyond countries, several economic forces won big:

 AI & Tech Adoption

Not just aspirational anymore — AI is now widely seen as infrastructure. Faster adopters get a competitive edge.

 Digital Finance & Resilience

Modernizing banks, fintech platforms, and digital risk systems are emerging as growth enablers.

 Sustainable & “Green” Growth Frontiers

Sectors like Sustainable Aviation Fuel (SAF) and renewable-linked manufacturing are new export platforms.

South-South Integration

With exports between emerging markets hitting $6.8 trillion in 2025 (57% of total), regional value chains are more resilient and diversified than ever.

Global South vs. Global North — What Changed?

Key Insight:
Davos 2026 did not dethrone the Global North, but it elevated the Global South as the primary engine of future global economic growth.

What Davos 2026 Really Revealed

The biggest takeaway wasn’t about individual deals — it was about structural momentum:

• Emerging markets are now driving global demand, not just supplying labor or raw materials.

• AI, digital finance, and infrastructure are treated as economic foundations, not experiments.

• South–South trade now accounts for over half of emerging market exports, boosting resilience.

• Growth leadership is shifting away from traditional power centers.

AI TV INFO’s Perspective

Davos 2026 confirmed what the data has been quietly showing:
the Global South is no longer catching up — it is setting the pace.

From India’s scale and innovation, to Africa’s reform-driven expansion, and Asia’s industrial acceleration, global growth is increasingly written outside the traditional economic core.

At AI TV INFO, we focus on where momentum is real — not where narratives are comfortable.

Coming Next
Africa is set to dominate the list of the fastest-growing economies of 2026.
Our analytics team is finalizing a country-by-country breakdown with verified projections, sector drivers, and comparative rankings.

Stay tuned — the data is about to challenge everything you think you know about global growth.

🧠📺 AI TV INFO’s Channel Is Rewriting the economic narrative

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© AI TV INFO | Global Economics
Data compiled from IMF, and historical economic records. Interpretive analysis by AI TV INFO´s channel.

AI TV INFO is not an investment advisor, broker, or dealer.
The information presented in this report is for informational and educational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any securities or financial instruments.

All investing involves risk, in both developed and emerging markets. Regional political, economic, regulatory, and currency factors should be carefully considered.

To invest responsibly in these markets, it is recommended to identify a trustworthy partner with aligned long-term interests, who is successfully active on the ground in these regions and who does not rely on commissions or product sales for compensation. Independent alignment, local expertise, and transparency are critical when navigating opportunities in the Global South.