1 Jun 2026
Tech giant SoftBank is up nearly 73% so far this year
AI demand powered the country’s stocks to an all-time high and helped Masayoshi Son’s company dethrone Toyota after more than 20 years at the top. Source: FT
1 Jun 2026
South Korean stocks have more than quadrupled over the last 17 months, trouncing every other country.
The reason? 2 South Korean companies in the AI memory space, both of which now have a market cap above $1 trillion: SK Hynix & Samsung. Source: Charlie Bilello
26 May 2026
The MSCI Emerging Markets index relative chart (vs. the US) looks very different if you take out TSMC, Samsung and SK Hynix.
Source: Oxford Economics
16 Apr 2026
“Brazil: the new gold”
Source: BofA
12 Feb 2026
Emerging Markets Ex-China is up 50% in the past year and over 13% so far in 2026. New all-time highs again today.
Source: J.C. Parets @JC_ParetsX
11 Feb 2026
Emerging Market Stocks now outperforming U.S. Equities by the largest margin since 2023
Source: Barchart @Barchart
22 Jan 2026
Emerging Market stocks now outperforming U.S. equities by the largest margin since 2023
Source: Barchart
13 Jan 2026
Long EM. Short US large caps.
Is the Dalio playbook about to break out? Source: Trend Spider
