TOP

Investing at the Epicenter of the New Innovation Paradigm

Chief Investment Officer Sean Taylor and Portfolio Manager Tiffany Hsiao discuss how investors can uncover opportunities at the intersection of AI, technology and emerging markets.

  • 02/26/2026
  • 31:12 viewing time

Webcast recorded on February 24, 2026.

EM = Emerging markets

AI = Artificial intelligence

Magnificent Seven (Mag 7) = The "Magnificent Seven" refers to a group of seven high-performing, influential, and large-cap U.S. technology stocks that have driven a significant portion of the stock market's returns in recent years. The "Magnificent Seven" in Asia refers to a group of leading, high-growth technology and consumer stocks, primarily in China, that are often viewed as counterparts to the U.S.-based mega-cap tech giants (Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, and Tesla).

ETF = Exchange-traded fund

KWEB = KraneShares CSI China Internet ETF

 

IMPORTANT INFORMATION

The views and information discussed in this report are as of the date of publication, are subject to change and may not reflect current views. The views expressed represent an assessment of market conditions at a specific point in time, are opinions only and should not be relied upon as investment advice regarding a particular investment or markets in general. Such information does not constitute a recommendation to buy or sell specific securities or investment vehicles. Investment involves risk. Investing in international and emerging markets may involve additional risks, such as social and political instability, market illiquidity, exchange-rate fluctuations, a high level of volatility and limited regulation. Investing in small- and mid-size companies is more risky and volatile than investing in large companies as they may be more volatile and less liquid than larger companies. Past performance is no guarantee of future results. The information contained herein has been derived from sources believed to be reliable and accurate at the time of compilation, but no representation or warranty (express or implied) is made as to the accuracy or completeness of any of this information. Matthews Asia and its affiliates do not accept any liability for losses either direct or consequential caused by the use of this information.