Which came first: the rally in emerging markets, or the boom in their tech stocks? The sector has become the biggest single grouping in emerging markets this year for the first time since the dotcom boom. Cue several as-yet unsuccessful efforts to label EM techs with a catchy equivalent to the US FANGs (Facebook, Amazon,
新興市場的上漲,和新興市場科技股的上漲,哪一個在先?自網路泡沫以來,今年科技股首次成爲新興市場最大的股別。提示一下:有幾次目前尚不成功的努力,希望把新興市場科技股打上吸引人的標籤,類似於美國的FANG(指Facebook、亞馬遜(Amazon)、Netflix和谷歌(Google))。但僅僅把新興市場科技股與熱門的美國科技股相提並論,難以讓人信服:除了對網路的熱情,硬體行業也在拉動這一輪上漲。
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