- 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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