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Ashmore: Live from the IC – Semiconductors

June 28, 2023 In VIEWS

Ashmore: Live from the IC – Semiconductors

The semiconductor industry stands out to Emerging Market specialist Ashmore as a research priority due to the idiosyncratic nature of its many cycle drivers, as well as its role at the centre of a seemingly increasingly multi-polar world.

This paper from Ashmore brings readers into the discussion and answers the following questions:

  1. Is now too early to add semiconductors exposure and therefore cyclicity in portfolios
  2. Where could cyclicality be an attractive investment?
  3. How are semiconductors impacted by geopolitics?
  4. How sustainable are semiconductor structural growth drivers?

 

Click here to read the paper

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