Ugly Month in Emerging Markets May Be a Taste of What’s Ahead


While stocks bounced sharply on Friday, a deep skepticism remains among investors over the enormous sums being pumped into the artificial intelligence buildout. Those fears are whipsawing the chipmaking hubs of South Korea and Taiwan, these markets comprise about 45% of MSCI’s emerging equity index, leaving the whole complex hostage to swings in a handful of semiconductor stocks.



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