Phil Rosen: Emerging markets outperform U.S. stocks excluding key Asian tech firms

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Phil Rosen: Emerging markets outperform U.S. stocks excluding key Asian tech firms — Emerging markets beat U.S. stocks excluding Asia

Phil Rosen highlights that emerging markets have outperformed U.S. stocks since January 2025. However, he notes that if major Asian technology companies such as TSMC, Samsung, and SK Hynix are excluded from the equation, the U.S. market comes out far ahead.

According to Rosen, this challenges the "Sell America" narrative and confirms Asia's leading position in the artificial intelligence trade.

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Rosen has previously pointed to the equal-weight S&P 500 reaching record highs, trading nearly 7% above its 200-day moving average, in recent coverage. He also reported that Teradyne surged 83% this year amid growth in AI and robotics revenue in a separate update. The recent moves reflect specific momentum among U.S. and technology stocks tracked by Rosen.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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