Asia technology surge shields Emerging Market assets
Hardware dominates Asian tech, helping firms benefit from global trade; US tech is software-heavy and more expensive
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In this article
- EM equities onwards and upwards
- Less vulnerable to commodity prices...
- Asian tech dominated by hardware...
- ...and fairer valued
- ...although concerns persist
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_350.jpg "A worker measures a metal frame at an assembly plant that produces the Vietnamese smartphone BPhone, at BKAV factory, in Hanoi, Vietnam (Reuters/Kham)")