Is EM a Huge Tech Play

While EM indices were historically dominated by 'old economy' sectors, they have become increasingly concentrated in mega-cap technology stocks. Today, buying an EM ETF functions largely as a tech play rather than traditional diversification.

Key Takeaways

• 1.EM ETFs have become significantly concentrated in technology, making them effectively a large tech play.
• 2.Traditional economy sectors are experiencing a resurgence due to geopolitical shifts, defense, and industrial self-sufficiency.

Table of Contents

• Appendix 1
• Important Disclosures
• Analyst Certification
• Additional Information

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