Emerging markets are increasingly powered by the AI hardware boom, but China is moving the other way. Taiwan and Korea are capturing the earnings, while China’s weak domestic demand, property stress, regulation and cheaper-model economics keep weighing on Chinese equities.
World Wide Wednesday: EM’s AI Split — Why China Is Slumping While Taiwan and Korea Soar Read More »
Global ETF flows are rotating toward Europe’s value-heavy markets while investors aggressively buy South Korea’s AI-driven collapse. India, Japan, Brazil and Taiwan continue to lose capital, showing that oil sensitivity, currency instability and crowded technology exposure matter more than geography.
World-Wide Wednesday: Global Flows Split Between European Value and Asian AI Volatility Read More »
The renewed Persian Gulf conflict is dividing country-ETF flows. Investors favor defensive developed markets, indirect energy beneficiaries and oversold tactical trades, while redemptions persist across oil-dependent Asian markets, direct Gulf exposures and countries facing renewed U.S. tariff pressure this week.
The level and direction of interest rates will be a key factor in whether EAFE or EM exposures outperform in the second half of the year.
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