Episode

Macro Monday Ep117: Tech sector lifts emerging markets

Podcast: Investec Focus Radio SA
Published: Jun 1, 2026
Duration seconds: 686
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Summary

While the tech sector has been a well-known driver of earnings and performance on Wall Street, it’s also been the major contributor to emerging markets as well. Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International says that’s largely to the contributions of TSMC in Taiwan and Samsung and SK Hynix in South Korea, emerging markets are up 26% year to date and 54% over 12 months. Investec Focus Radio SA