The return of the e-merging markets
For now South Korea and Taiwan are the biggest beneficiaries of the AI wave
For now South Korea and Taiwan are the biggest beneficiaries of the AI wave

Big US tech companies are more diversified than Korean and Taiwanese chipmakers

Diverging fortunes of technology and other sectors spark concern despite rapid growth in GDP

Growth forecast for 2025 raised to 7.37%, the fastest rate in 15 years

Some investors grow concerned that region’s markets could be hit by downturn in US tech sector

Forget the singularity and robot takeovers; what matters is who captures the value added

Earnings hint at growth trajectory despite increases in capital spending