Wealthion · Thursday, September 24, 2026
Gallup identifies South Korea and Taiwan as primary drivers of emerging market earnings, largely due to semiconductor companies like Taiwan Semiconductor, Samsung, and Hynix. He notes that while the industrial and healthcare sectors are also robust, the significant gains in EM have been propelled by the semiconductor names.
“It's not really China. It's South Korea, Taiwan, are the two prime drivers. Uh, so there you've got Taiwan Semiconductor, Samsung, and Hynix.”
“So, but there's a lot more than that too. The industrial complex there is robust. Healthcare, same thing. Uh, you write to reference materials, same thing.”
“Although, the reality is on a rate of change basis, the big drivers there have been the semi names, and others, but.”