Emerging markets

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.

Artificial intelligence, energy security and strategic resources are putting emerging markets at the centre of some of the world's most important investment themes.

FE Analytics data

Vietnam reclassified as EM

KOSPI up 200% in 12 months

Little change to allocations