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

Bloomberg Markets Sunday 02 August 2026, 12:30 UTC By Abhinav Ramnarayan and Selcuk Gokoluk 1 min read
Key Points

Ugly Month in Emerging Markets May Be a Taste of What’s Ahead Investors’ hopes of a stellar year in emerging markets are being tested by a bruising July that may offer a taste of the headwinds 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...

Ugly Month in Emerging Markets May Be a Taste of What’s Ahead Investors’ hopes of a stellar year in emerging markets are being tested by a bruising July that may offer a taste of the headwinds 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.
South Korea (LOCATION) Taiwan (LOCATION) MSCI (ORG)
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