Companhia De Saneamento Basico Do Estado De Sao Paulo-sabesp

• NP NS Partners Global Emerging Markets Equity Strategy Commentary ↗ The Global Emerging Markets Equity Strategy emphasized AI infrastructure suppliers in South Korea and Taiwan while shifting China exposure from consumers toward technology, industrials and energy-security themes. It added Saudi Arabia, the UAE, China, India and Taiwan, sold Goldfields, and retained Tencent and Alibaba despite concerns over AI disruption and domestic-demand weakness. second quarter 2026 BABA $262BTCTZF $479B

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