{"id":697348,"date":"2026-04-30T00:00:00","date_gmt":"2026-04-30T00:00:00","guid":{"rendered":"https:\/\/enterpriseam.com\/egypt\/?p=697348"},"modified":"2026-04-30T02:40:05","modified_gmt":"2026-04-30T02:40:05","slug":"em-stocks-bounce-back-from-war-losses-boosted-by-three-asian-chipmakers","status":"publish","type":"post","link":"https:\/\/enterpriseam.com\/egypt\/2026\/04\/30\/em-stocks-bounce-back-from-war-losses-boosted-by-three-asian-chipmakers\/","title":{"rendered":"EM stocks bounce back from war losses, boosted by three Asian chipmakers"},"content":{"rendered":"

Emerging market stocks recouped their losses from the early weeks of the US and <\/strong>Israel\u2019s war on Iran<\/strong>, pushed now to a fresh all-time high by a rally in three Asian semiconductor companies. In addition to helping the world\u2019s EM stock benchmark to a record close, the rally is prompting fresh debate over whether the gauge still offers meaningful diversification from the AI trade reshaping Wall Street, according to the Financial Times<\/a>. <\/p>\n

The MSCI Emerging Markets index rose more than 15% over the past four weeks<\/strong> \u2014 double the 10% clip the S&P 500 recorded over the same stretch \u2014 clearing the previous high it set in February. The move erases a sharp selloff that hit Asian markets in the opening weeks of the Iran war and lifts the index to roughly 16% above where it began in 2026, extending a five-quarter run of outperformance versus US blue chips, according to TradingView<\/a>.<\/p>\n

The bulk of the rally came from a tightly clustered group of names directly plugged into <\/strong>Nvidia\u2019s accelerator supply chain.<\/strong> Taiwan Semiconductor Manufacturing Company climbed more than 25% this month and \u2014 at a market value of about USD 1.8 tn \u2014 has displaced Saudi Aramco as the index\u2019s most valuable constituent. Samsung Electronics is also up 32%, and SK Hynix is up by more than 60%. Taken together, the three suppliers now sit at close to a quarter of the entire index.<\/strong><\/p>\n

Local stock markets have also received a shot in the arm:<\/strong> Taiwan\u2019s stock market is on track for its best month in decades, up about 21% in USD terms, while South Korea's Kospi rose 24% \u2014 its strongest monthly showing since the 1998 Asian financial crisis.<\/p>\n

Turbocharging the rally: Higher AI capital spending in the US.<\/strong> Combined 2026 capex budgets for the largest US hyperscalers \u2014 Amazon, Alphabet, Microsoft, Meta, and Oracle \u2014 are now projected to exceed USD 600 bn, up 36% y-o-y, with roughly three-quarters of that flowing to AI-related infrastructure, according to Futurum Group<\/a> and CNBC<\/a>. That capital-spending boom also sent Asian foundry suppliers\u2019 earnings soaring: SK Hynix reported a bottom line of USD 27 bn last week, with revenue up nearly 200% y-o-y, according to CNBC<\/a> and KED Global<\/a>. The company has sold out its DRAM, NAND, and high-bandwidth memory production through the end of the year, much of it to Nvidia, NotebookCheck<\/a> reports.<\/p>\n

The dominance of those names has left some investors uneasy that the EM index<\/strong> \u2014 long pitched as a way to diversify away from rich-world equity risk \u2014 has effectively become a derivative of the AI mania that\u2019s taken over Wall Street.<\/p>\n

\u201cThe AI story has run so wild in [South] Korea and Taiwan,\u201d<\/strong> Song Zhe, senior investment specialist at BNP Paribas Asset Management, tells the salmon-colored paper. \u201cWe still love this market, but people should think about diversification in this AI rally.\u201d<\/p>\n

Both Taiwan and South Korea were among the hardest hit when Asian markets tumbled<\/strong> in the opening days of the Iran war, as investors liquidated their best-performing trades of early 2026. <\/p>\n

But equity markets <\/strong>proved resilient<\/a><\/strong> once the initial panic faded.<\/strong> The USD, which spiked at the outset of the conflict, has surrendered most of those gains \u2014 a tailwind for EM exporters whose earnings translate from local currencies.<\/p>\n

\u201cThe USD, which largely moves in opposite directions to emerging markets\u2026 is likely to <\/strong>have peaked,\u201d<\/strong> Varun Laijawalla, EM equity portfolio manager at Ninety One, tells the FT. EM stocks are also benefiting from a \u201cstructurally better earnings picture\u201d and cheaper valuations than the US, he argues \u2014 a view echoed by sell-side analysts who have raised 2026 EM earnings forecasts by about 30% this year, three times the upgrade applied to the S&P 500, according to GuruFocus<\/a>.<\/p>\n

Tech has led the charge, with the EM tech sub-index up around 50% YTD, while energy, <\/strong>industrials, and utilities also delivered<\/strong> double-digit returns. \u201cSeven out of 11 sectors were in positive territory,\u201d Laijawalla said. \u201cThe rally is more than just tech.\u201d<\/p>\n

MARKETS THIS MORNING- <\/p>\n

Asia-<\/strong>Pacific markets are mixed in early trading this morning as investors process a pretty busy 24 hours <\/strong>\u2014 Brent soared past USD 120 \/ bbl amid the ongoing naval blockade, the US Federal Reserve left rates steady, and AI optimism continues to shield tech heavyweights from ongoing volatility. <\/p>\n

\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
\n

<\/use><\/svg><\/p>\n<\/td>\n\n

EGX30<\/strong> <\/p>\n<\/td>\n

\n

52,383<\/p>\n<\/td>\n

\n

+0.3% (YTD: +25.2%)<\/p>\n<\/td>\n<\/tr>\n

\n

<\/use><\/svg><\/p>\n<\/td>\n\n

USD (CBE) <\/strong><\/p>\n<\/td>\n

\n

Buy 52.97<\/p>\n<\/td>\n

\n

Sell 53.11<\/p>\n<\/td>\n<\/tr>\n

\n

<\/use><\/svg><\/p>\n<\/td>\n\n

USD (CIB) <\/strong><\/p>\n<\/td>\n

\n

Buy 53.00<\/p>\n<\/td>\n

\n

Sell 53.10<\/p>\n<\/td>\n<\/tr>\n

\n

<\/use><\/svg><\/p>\n<\/td>\n\n

Interest rates (CBE)<\/strong><\/p>\n<\/td>\n

\n

19.00% deposit<\/p>\n<\/td>\n

\n

20.00% lending<\/p>\n<\/td>\n<\/tr>\n

\n

<\/use><\/svg><\/p>\n<\/td>\n\n

Tadawul <\/strong><\/p>\n<\/td>\n

\n

11,238<\/p>\n<\/td>\n

\n

+0.5% (YTD: +7.1%)<\/p>\n<\/td>\n<\/tr>\n

\n

<\/use><\/svg><\/p>\n<\/td>\n\n

ADX <\/strong><\/p>\n<\/td>\n

\n

9,901<\/p>\n<\/td>\n

\n

+0.7% (YTD: -0.9%)<\/p>\n<\/td>\n<\/tr>\n

\n

<\/use><\/svg><\/p>\n<\/td>\n\n

DFM <\/strong><\/p>\n<\/td>\n

\n

5,861<\/p>\n<\/td>\n

\n

+0.1% (YTD: -3.1%)<\/p>\n<\/td>\n<\/tr>\n

\n

<\/use><\/svg><\/p>\n<\/td>\n\n

S&P 500 <\/strong><\/p>\n<\/td>\n

\n

7,136<\/p>\n<\/td>\n

\n

0.0% (YTD: +4.2%)<\/p>\n<\/td>\n<\/tr>\n

\n

<\/use><\/svg><\/p>\n<\/td>\n\n

FTSE 100 <\/strong><\/p>\n<\/td>\n

\n

10,213<\/p>\n<\/td>\n

\n

-1.2% (YTD: +2.8%)<\/p>\n<\/td>\n<\/tr>\n

\n

<\/use><\/svg><\/p>\n<\/td>\n\n

Euro Stoxx 50<\/strong><\/p>\n<\/td>\n

\n

5,816<\/p>\n<\/td>\n

\n

-0.3% (YTD: +0.4%)<\/p>\n<\/td>\n<\/tr>\n

\n

<\/use><\/svg><\/p>\n<\/td>\n\n

Brent crude <\/strong><\/p>\n<\/td>\n

\n

USD 119.80<\/p>\n<\/td>\n

\n

+1.5%<\/p>\n<\/td>\n<\/tr>\n

\n

<\/use><\/svg><\/p>\n<\/td>\n\n

Natural gas (Nymex)<\/strong><\/p>\n<\/td>\n

\n

USD 2.63<\/p>\n<\/td>\n

\n

-0.6%<\/p>\n<\/td>\n<\/tr>\n

\n

<\/use><\/svg><\/p>\n<\/td>\n\n

Gold<\/strong><\/p>\n<\/td>\n

\n

USD 4,573<\/p>\n<\/td>\n

\n

+0.3%<\/p>\n<\/td>\n<\/tr>\n

\n

<\/use><\/svg><\/p>\n<\/td>\n\n

BTC <\/strong><\/p>\n<\/td>\n

\n

USD 76,057<\/p>\n<\/td>\n

\n

-0.6% (YTD: -13.2%)<\/p>\n<\/td>\n<\/tr>\n

\n

<\/use><\/svg><\/p>\n<\/td>\n\n

S&P Egypt Sovereign Bond Index<\/strong><\/p>\n<\/td>\n

\n

1,044<\/p>\n<\/td>\n

\n

+0.1% (YTD: +5.1%)<\/p>\n<\/td>\n<\/tr>\n

\n

<\/use><\/svg><\/p>\n<\/td>\n\n

S&P MENA Bond & Sukuk<\/strong><\/p>\n<\/td>\n

\n

151.26<\/p>\n<\/td>\n

\n

-0.2% (YTD: -0.4%)<\/p>\n<\/td>\n<\/tr>\n

\n

<\/use><\/svg><\/p>\n<\/td>\n\n

VIX (Volatility Index)<\/strong><\/p>\n<\/td>\n

\n

18.81<\/p>\n<\/td>\n

\n

+5.5% (YTD: +25.8%)<\/p>\n<\/td>\n<\/tr>\n<\/table>\n<\/div>\n

\n

THE CLOSING BELL-<\/p>\n

The EGX30 rose 0.3% at yesterday\u2019s close<\/strong> on turnover of EGP 8.8 bn (22.3% above the 90-day average). International investors were the sole net sellers. The index is up 25.2% YTD.<\/p>\n

In the green:<\/strong> Raya Holding (+8.9%), Heliopolis Housing (+4.9%), and Qalaa Holdings (+3.0%).<\/p>\n

In the red:<\/strong> E-finance (-1.7%), Kima (-1.6%), and Misr Cement (-1.3%).<\/p>\n","protected":false},"excerpt":{"rendered":"

The rally was largely turbocharged by higher AI capital spending in the US<\/p>\n","protected":false},"author":1,"featured_media":697349,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"newspack_ads_suppress_ads":false,"newspack_popups_has_disabled_popups":false,"newspack_sponsor_sponsorship_scope":"","newspack_sponsor_native_byline_display":"inherit","newspack_sponsor_native_category_display":"inherit","newspack_sponsor_underwriter_style":"inherit","newspack_sponsor_underwriter_placement":"inherit","ep_exclude_from_search":false,"_primary_brand":0,"newspack_featured_image_position":"","newspack_post_subtitle":"","newspack_article_summary_title":"Overview:","newspack_article_summary":"","newspack_hide_updated_date":false,"newspack_show_updated_date":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[7210],"tags":[72,119,122],"brand":[],"newspack_spnsrs_tax":[],"class_list":["post-697348","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-planet-finance","tag-enterpriseam","tag-financial-markets","tag-planet-finance","wpautop","entry"],"acf":{"mongo_id":"6e5d3a91-43ee-43ac-8f26-ed0f5cdd1c2b","order":"14","is_powered_by":true,"story_type":"1","photo_url":"https:\/\/ent.news\/2026\/4\/1588.jpg","photo_position":"above","homepage_title":"","full_issue_title":"Diversification, 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