Emerging markets

IA data

EM and Asia ex-Japan

Targeting growth in demand

Macro and micro remain 'solid'

Responsibilities transferred to affiliate

Asia ‘workshop of the world’

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Ten experts answer

While the full impact of supply chain disruption may still lie ahead, Polar Capital's Jorry Nøddækker argues that the world's bigger shortage is compute power. He discusses AI, China, North Asia and the outlook for emerging markets in 2026.