# Macro Monday Ep117: Tech sector lifts emerging markets

Page: https://stenobird.com/podcast/investec-focus-radio-sa-680399/macro-monday-ep117-tech-sector-lifts-emerging-markets
Text version: https://stenobird.com/podcast/investec-focus-radio-sa-680399/macro-monday-ep117-tech-sector-lifts-emerging-markets.md
Podcast: [Investec Focus Radio SA](https://stenobird.com/podcast/investec-focus-radio-sa-680399)
Published: 2026-06-01T09:02:00+00:00
Episode link: https://iono.fm/e/1681421
Audio file: https://dts.podtrac.com/redirect.m4a/dl.iono.fm/epi/prov_374/epi_1681421_medium.m4a?p=rss
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JSON: https://stenobird.com/v1/public/podcasts/investec-focus-radio-sa-680399/episodes/macro-monday-ep117-tech-sector-lifts-emerging-markets
Duration seconds: 686

## Resource

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

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## Transcript

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