Baillie Gifford
Baillie Gifford Emerging Markets
Emerging markets
Jun 2026 → Jun 2026
Our archive holds 1 letter from this strategy, behind 3 investment theses and positions in 3 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year — follow all of Baillie Gifford for every strategy.
Its investment theses
- SK HynixJun 2026SK Hynix is a leading HBM and memory supplier benefiting from AI datacentre demand, pricing power, and high profitability.
- MediaTekJun 2026MediaTek is gaining long-term growth potential from custom cloud AI ASICs, advanced packaging, and expansion beyond smartphones.
- Taiwan Semiconductor Manufacturing CompanyJun 2026Taiwan Semiconductor Manufacturing Company benefits from being a bottleneck supplier of advanced chips across multiple long-term demand waves, including AI.