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Last Updated: June 17, 2026
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A magnificent opportunity outside Silicon Valley
Last Updated: June 17, 2026
AI needs chips, memory, cloud networks and platforms to function. Five tech giants control that infrastructure in emerging markets (EM) and beyond. Yet they’re trading at a fraction of Mag7 valuations. Head of Global EM Equities Tim Love explains why he believes Samsung, TSMC, Alibaba, Reliance and Tencent (START) offer a compelling entry point into global tech growth.