Emerging Market Fund Managers’ Favorite Stocks

From Morningstar: 2024-09-17 05:30:00

The top-performing emerging market funds in Europe share common stock picks such as Taiwan Semiconductor, Tencent, and Samsung Electronics. Taiwan Semiconductor is the world’s largest chip manufacturer with a wide economic moat. Tencent is a leader in mobile gaming with a wide moat based on its massive user base. Samsung Electronics dominates the smartphone and memory market with a narrow economic moat. SK Hynix is the second-largest memory manufacturer with no economic moat. HDFC Bank is India’s largest private bank with a narrow economic moat and very high uncertainty rating.



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