Emerging Markets | January 28, 2026
Taiwan, Supply Chain and AI: Powering the Next Phase of Growth
A frequent topic in recent meetings has been whether the AI narrative, and the stocks linked to it, are showing signs of a bubble.
Many AI-related companies climbed a wall of worry through the second half of 2025, accompanied by a growing chorus of commentators asking variations of the same underlying question: when, and how, will these multi-billion-dollar investments translate into economic returns?
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