Bank of China Ltd H

• NP NS Partners Global Emerging Markets Equity Strategy Commentary ↗ The Global Emerging Markets Equity Strategy cut AI exposure after South Korean memory stocks and Taiwan technology holdings corrected, while adding risk in Brazil and reducing China, Saudi Arabia, South Korea and Turkey. It retained conviction in selected Korean chipmakers, trimmed CATL amid regulatory uncertainty, and rotated Brazilian exposure from Itau into Localiza as election odds improved. third quarter 2026 402340 $78BHDB $125BLZRFY $6B +2

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