Nomura Emerging Markets Fund Beats Benchmark

Nomura Emerging Markets Fund Beats Benchmark
The Nomura Emerging Markets Fund delivered strong first quarter performance in 2026, outpacing its benchmark index through strategic positioning in high-growth sectors. South Korean technology companies emerged as the primary driver of returns, capitalizing on robust semiconductor demand and innovation cycles. The fund's allocation to tech-heavy markets proved advantageous as emerging market investors rotated capital toward digital transformation and artificial intelligence opportunities. This outperformance reflects broader market trends favoring technology exposure in developing economies. Fund managers demonstrated effective stock selection and sector timing, positioning portfolios to capture upside from structural growth narratives.