EM Rally = AI Bet
23:36–24:26 · 50s
Sid Jain reframes emerging markets’ surge as a concentrated wager on AI CapEx, noting TSMC, Samsung, and SK Hynix drive roughly 70% of the index’s earnings growth year-to-date.
23:36–24:26 · 50s
Sid Jain reframes emerging markets’ surge as a concentrated wager on AI CapEx, noting TSMC, Samsung, and SK Hynix drive roughly 70% of the index’s earnings growth year-to-date.
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