Jul 2, 2026 – 7.58amEmerging markets have re-entered the investment conversation after spending much of the past decade in the shadow of developed markets, particularly the United States. A combination of strong recent performance, shifting macroeconomic conditions and the growing importance of Asia within the global artificial intelligence supply chain is prompting investors to take another look at an asset class that had fallen out of favour.The renewed interest comes as investors reassess concentration risks within global portfolios and search for broader sources of growth.North Asia’s growing influence is reshaping global investment opportunities and flows. iStockWhile enthusiasm around AI has helped...