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ft_home apr 20, 2026

The return of the e-merging markets

South Korea and Taiwan are the biggest beneficiaries of the AI wave.

impact+0.40 sentiment+0.30 n=3
south korea and taiwan are seeing the biggest gains from the current ai boom. the surge in demand for advanced semiconductors has boosted their tech-heavy stock markets and exports. this has led some investors to reframe them as "e-merging markets" — a play on their electronics dominance.
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