Macroscope | AI trade keeps capital – and risks – flowing to emerging markets

Macroscope | AI trade keeps capital – and risks – flowing to emerging markets

Taiwan and South Korea now dominate MSCI Emerging Markets (51% combined): South Korea's semiconductor exports surge 180% annualized, stocks +61%/53% YTD on AI boom. Tech leaders must realign sourcing strategy—the global AI chip supply pivot toward Asia's fab leaders is now irreversible.