Why Taiwan Semiconductor Is Emerging Markets Kingmaker

The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment · May 25, 2026 · 8m · transcript

While much of the emerging markets world has stumbled in 2026, Taiwan's semiconductor juggernaut has propelled the iShares MSCI Taiwan ETF to a 5.5% gain over the past five days alone — far outpacing China, Brazil, and even India. In this episode, Lucas and Luna examine how Taiwan's chip ecosystem, anchored by TSMC, has turned the island into a critical node in global supply chains and a bellwether for the entire EM complex. They explore the structural demand drivers from AI and data centers, the geopolitical risks that could upend the story, and what the 'Taiwan premium&#x27…