Fantasy vs Fundamentals: Emerging Markets, Global Tech, & the Return of EM Leadership

In this episode of Lead Lag Live, I sit down with Brendan Ahern, Chief Investment Officer at KraneShares, to break down the renewed momentum behind emerging markets and the forces driving performance across global tech and e commerce. From valuation gaps and dollar depreciation to sector leadership shifts, Ahern shares how EM growth factors and specifically the KEMQ ETF are positioned to benefit from a structural rebalancing away from overstretched US valuations. In this episode: – Why emerging markets are regaining leadership after a decade of underperformance – How tech and e commerce have reshaped the EM index composition – The valuation divergence between US tech and EM tech – Why ADR volatility distorts fundamentals and why local shares matter – How investors should size EM exposure and position KEMQ in a portfolio Lead Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise. #LeadLagLive #EmergingMarkets #KraneShares #GlobalTech #KEMQ Support the show