Robeco Asset Management Podcast

EM to the core, Ep. 2/7 – Emerging markets' competitive edge

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Emerging markets are now leading innovation in strategic sectors. In our new 'EM to the core' episode, Robeco's Jaap van der Hart explains how countries like China, Korea, Taiwan and India have become key to the supply chains in semiconductors, AI hardware, autos and renewable energy – and what that means for investors.