Name: Derrick Irwin: From Korea Semiconductors to China A.I., Why Emerging Markets Are Back
Uploaded: 2026-04-23T15:08:35.438-05:00
Duration: 8 min 22 s
Description: Derrick Irwin says emerging markets are regaining leadership as tech broadens beyond the U.S., led by South Korean semiconductors like Samsung (SSNLF). He highlights China A.I. plays including Alibaba (BABA) and Tencent (TCEHY), along with longer‑term opportunities in Brazil energy and MTN Group (MTNOY).

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<p>Derrick Irwin says emerging markets are regaining leadership as tech broadens beyond the U.S., led by South Korean semiconductors like Samsung (SSNLF). He highlights China A.I. plays including Alibaba (BABA) and Tencent (TCEHY), along with longer‑term opportunities in Brazil energy and MTN Group (MTNOY).</p>

Derrick Irwin: From Korea Semiconductors to China A.I., Why Emerging Markets Are Back

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