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23.03.26 - 08:01
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Monthly Update - February 2026 (Cision)
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23 March 2026
Ashoka WhiteOak Emerging Markets Trust plc
(the 'Company')
Monthly Update – February 2026
The Company's monthly factsheet as at 28 February 2026 is now available: https://awemtrust.com/factsheet/
The Fund was up 6.96% in February 2026, underperforming the benchmark by 0.71%. The key contributors include Samsung Electronics (+37.8%), TSMC (+15.7%), and SK Hynix (+19.4%), whereas Alibaba Group (-13.9%), Tencent (-12.9%), and Naspers (-6.0%) were the key detractors.
Market Review
In February 2026, the MSCI EM index was up 7.68%....
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23.03.26 - 04:06
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An imminent strike looms over Samsung′s AI memory supply (Digitimes)
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Samsung Electronics is facing escalating labor tensions after its largest union secured approval for a strike, raising concerns over potential disruptions to semiconductor production at a critical juncture for the global AI supply chain, according to Korean media reports, including SEDaily and Chosun Ilbo....
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23.03.26 - 01:18
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At Cheonan, Samsung is rewriting HBM′s bonding playbook (Digitimes)
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Samsung Electronics is accelerating the expansion of its high-bandwidth memory (HBM) backend capacity at its Cheonan campus while preparing a transition to next-generation bonding technologies, as competition shifts from chip performance to packaging capabilities, according to NewDaily....
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