EM experts share why Taiwan and South Korea now dominate the EM index as AI semiconductor capex reshapes opportunities for institutional investors
China allocation debate heats up among emerging market fund managers
State Street, Legal & General, and BlackRock all run books that a domestic tilt could shrink
A rigid mandate and a five-year review lock stand between the ask and any real shift
Forstrong and Jarislowsky Fraser Institutional highlight how the AI supply chain is putting emerging markets back on institutional investors’ radar
A ¥3 trillion supplementary budget has reignited fears over Tokyo's debt trajectory
