Emerging Market Equities Achieve Strongest Quarterly Performance Since 2009, Fueled by AI Enthusiasm

Deep News07-01

Emerging market stocks have recorded their best quarterly performance in 17 years, with gains in Asian artificial intelligence-related shares providing support, allowing the market to withstand shocks from the conflict in Iran and rising oil prices.

The MSCI Emerging Markets Index rose 0.9% on the final trading day of June, boosted by the South Korean market; these two markets have contributed the majority of the gains seen this year. The emerging market stock index climbed 23% for the quarter, marking its largest increase since the second quarter of 2009.

Guy Miller, Chief Market Strategist at Zurich Insurance, stated, "The real driving force has been technology spending," which is highly concentrated in countries like South Korea.

"At some point, a new equilibrium of supply and demand will form, and the excess profits currently being realized will diminish," Miller added. "However, for now, the substantial capital and expenditure from U.S. hyperscale cloud service providers suggest this rally may still have room to run."

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