Podbit · Excess Returns
Within EM, Korea and Taiwan dominate the AI capex supply chain — foundries, memory, power equipment, and niche semiconductor components. China follows. Other markets offer only idiosyncratic pockets of exposure.
Where this was said
At 13:05 · chapter starts 8:37
EM represents 60% of global population, 40% of GDP, but only 11% of MSCI ACWI. Ian Smith explains structural drivers of this gap including informality, ROIC/WACC spreads, and Korea's value-up reforms. [1] — Host "EM = 60% global population: Emerging markets represent 60% of the global population, 40% of global GDP, yet only 11% of the MSCI All Countr…" 09:38
Emerging markets represent 60% of the global population, 40% of global GDP, yet only 11% of the MSCI All Country World Index.
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