TSMC, Samsung Lead Recovery In Asia's Emerging Markets With AI And Chip Sector Growth
Portfolio Pulse from Neil Dennis
Emerging market assets, particularly tech stocks like TSMC and Samsung, have begun recovering from 2022's losses, driven by AI and chip sector growth. The iShares Core MSCI Emerging Markets ETF (IEMG), which includes TSMC and Samsung, saw a significant drop but has started to recover. Despite challenges, emerging markets are seen as mispriced and offer investment opportunities, especially with China's government pledging support. The iShares MSCI Emerging Markets Ex-China ETF (EMXC) provides an alternative for those wary of China exposure.
March 05, 2024 | 1:32 pm
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POSITIVE IMPACT
The iShares MSCI Emerging Markets Ex-China ETF offers an alternative for investors wary of China exposure, climbing 30% since its October 2022 low.
EMXC's significant recovery and its positioning as a China-free investment option in emerging markets indicate a positive short-term trajectory.
CONFIDENCE 70
IMPORTANCE 75
RELEVANCE 80
POSITIVE IMPACT
The iShares Core MSCI Emerging Markets ETF, including TSMC and Samsung, has started to recover after a significant drop in 2022.
IEMG's recovery, driven by the resurgence of key holdings like TSMC and Samsung, suggests a positive short-term outlook.
CONFIDENCE 85
IMPORTANCE 90
RELEVANCE 95
POSITIVE IMPACT
Samsung Electronics is part of the tech-driven recovery in emerging markets, benefiting from AI and semiconductor growth.
Samsung's involvement in AI and the semiconductor industry contributes to its positive outlook in the emerging markets' recovery.
CONFIDENCE 75
IMPORTANCE 80
RELEVANCE 85
POSITIVE IMPACT
TSMC is leading the recovery in emerging markets, driven by AI and chip sector growth.
TSMC's role in the tech-driven recovery of emerging markets, especially in AI and semiconductors, positions it for potential short-term gains.
CONFIDENCE 80
IMPORTANCE 85
RELEVANCE 90