The impact of the tech correction on EM allocation

The recent tech correction is forcing a rethink in how investors approach Emerging Markets. This insightful piece by Mark Martyrossian explores whether the pullback in AI‑related infrastructure and memory chip stocks signals a temporary pause or a deeper shift in sentiment.

With AI capex still accelerating, China’s rapidly evolving ecosystem reshaping supply dynamics, and India showing early signs of renewed inflows, the article offers a sharp look at where opportunities — and risks — may emerge next.

A timely read for anyone tracking AI‑driven markets, EM allocation, and the global rotation of capital.

Read the full article here: The impact of the tech correction on EM allocation - Wealth DFM

Also, here: The impact of the tech correction on EM allocation - Private Banker International