Dollar Decline vs Market Concentration: Henry Greene on Emerging Markets Tech & the Next AI Winners

In this episode of Lead-Lag Live, I sit down with Henry Greene, Investment Strategist at KraneShares, to discuss how a weakening U.S. dollar and global AI capital spending could reshape leadership in technology markets.

From Taiwan and South Korea’s semiconductor dominance to China’s growing AI innovation ecosystem, Greene explains why emerging markets technology may offer exposure to the same growth themes investors love in the U.S. — but with lower multiples and broader diversification.

In this episode:
– Why dollar weakness is a tailwind for emerging markets
– How Taiwan and Korea benefit from AI CapEx
– China’s role in large language model innovation
– The case for diversifying beyond top-heavy US tech
– How KEMQ captures emerging markets technology exposure

Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.

#EmergingMarkets #AIInvesting #Semiconductors #USdollar #GlobalMarkets

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