This is not to say the path ahead is smooth. Politics is messy (though isn’t that true in developed markets too?). Markets are often volatile. But the direction of travel is clear. Emerging markets ...

Huawei is expected to ship about 700,000 Ascend AI processors in 2025, according to Mizuho estimates About three months after Huawei Technologies was added to Washington's trade blacklist in 2019, the ...