Updated
Updated · CNBC · Jul 1
Emerging Markets Tech Stocks Surge Over 90% in H1, Beating U.S. and Europe
Updated
Updated · CNBC · Jul 1

Emerging Markets Tech Stocks Surge Over 90% in H1, Beating U.S. and Europe

3 articles · Updated · CNBC · Jul 1

Summary

  • MSCI’s emerging-markets technology index rose more than 90% in the first six months of 2026, making it the top performer among the firm’s sector-specific gauges.
  • That gain far outpaced MSCI’s European technology index, up 44.8%, and its U.S. technology index, which advanced 19.4% despite a late-June sell-off.
  • The broader regional comparison showed the same pattern: the Stoxx 600 Technology index climbed 23.4% from January to June, ahead of the S&P 500 Information Technology index’s 19.4% rise.
  • U.S. tech still posted solid returns, with the Nasdaq 100 adding 19.9% in H1, but international markets led the sector’s global rally.

Insights

With talent fleeing and markets soaring abroad, is America losing its crown as the world's undisputed tech leader?
Is the global AI boom a sustainable revolution or the biggest tech bubble since the year 2000?
As AI investment drives up costs, who will ultimately pay the price for this tech revolution?