Jason argues that after years of U.S. market dominance, the tide may be turning in favor of emerging markets—particularly EM Asia—driven by a new hardware-led AI supercycle, and he downplays the risk of renewed trade tensions under Trump as a major threat to that outlook.
Disclosure: The opinions do not necessarily reflect the views of Rayliant Investment Research and are subject to change without notice. This material is for informational purposes only and should not be considered investment advice.
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