ABS Global Investments

• Emerging Markets Q3 2026 Market Review ↗ Emerging-market equities saw a sharp rotation away from crowded AI and momentum trades toward value, healthcare, energy and materials as renewed Middle East conflict lifted oil and the Federal Reserve raised rates. Samsung Electronics and SK Hynix faced a memory-chip sell-off, while TSMC supported Taiwan and oil exporters in Latin America benefited from higher energy prices. Q3 2026 —
• Q2 2026 Market Review ↗ Global markets rotated from energy and defensives into AI infrastructure, with memory and semiconductor companies benefiting as investors questioned hyperscalers’ capital spending. ABS Global Investments points to widening stock dispersion, stronger small-cap participation in the US, and AI hardware leadership in Korea, Taiwan and emerging-market supply chains. Q2 2026 —

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