6669-TAI

Worldwide Wednesday: Emerging Markets, Emerging Leadership

Worldwide Wednesday / Patrick Torbert / 6669-TAI, BABA, TCHEY, TSMC

October 8, 2025 Emerging markets (charts below), particularly across Asia, have been the bright spot in global equities this year. The rally reflects a combination of macroeconomic tailwinds, strong earnings from leading technology exporters, and renewed investor confidence in the region’s long-term growth story. Companies such as Taiwan Semiconductor Manufacturing (TSMC), Wiwynn, Alibaba, and Tencent […]

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6669-TAI, BABA, TCHEY, TSMC

Worldwide Wednesday: When the Long AI Trade is On, EAFE Lags

September 10, 2025 In our last Worldwide Wednesday column on August 6, we remarked that some deterioration in US stock market breadth (upside participation at the stock level) was weakening and some continued rotation into ex-US exposures was likely. That dynamic shifted rather quickly as Fed chairman Powell came out with clear dovish remarks at

Worldwide Wednesday: Emerging Markets, Emerging Leadership

Worldwide Wednesday: When the Long AI Trade is On, EAFE Lags

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