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