Emerging-market stocks are rallying as investors rotate from semiconductor giants like Taiwan Semiconductor and Samsung Electronics into smaller Asian data center infrastructure suppliers, with the MS…
South Korea and Taiwan now account for over half of the MSCI Emerging Markets Index, up from a combined 50% weight for China and India just over a year ago, driven by the artificial intelligence boom …
BlackRock Investment Institute downgraded broad emerging-market equities from overweight to neutral, citing risks from AI supply chain concentration in Taiwan and South Korea. The firm still sees oppo…
The information technology sector now accounts for 38.33% of the MSCI USA Index and 44% of the MSCI Emerging Markets Index as of mid-2026, driven by surging demand for AI infrastructure. This historic…