• Union Bancaire Privee flagged electrification as a key resilience theme for emerging economies, citing efficiency gains and a pathway to lower-carbon power systems.
• Electricity’s share of final energy demand rose by over 10 percentage points since 2010 in China, Bangladesh, Vietnam.
• AI infrastructure was cited as the largest incremental driver of power demand, accelerating investment needs across electricity networks.
• Semiconductor demand linked to AI was positioned as a major EM catalyst, with Taiwan, South Korea now the top two MSCI Emerging Markets constituents.
• TSMC, Samsung Electronics, SK Hynix together account for 30% of the MSCI Emerging Markets Index weighting, highlighting concentration risk tied to the theme.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Union Bancaire Privee UBP SA published the original content used to generate this news brief on July 31, 2026, and is solely responsible for the information contained therein.