Top of the Morning: Emerging Market equities - Looking back and looking forward
UBS On-Air: Market Moves
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Analysis of Second Half Expectations for Emerging Market Equities
The chapter explores the second half performance expectations for emerging market equities, focusing on market leaders with strong earnings growth prospects, particularly in technology stocks, and opportunities in sectors like AI enablers and memory chip makers in Taiwan and South Korea. It also mentions positive momentum in South Korea's macroeconomic indicators and export orders.
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