Mark Newton Says Investors Should Focus on What Is Happening, Not What Could Happen, and Still Sees Taiwan as...

Mark Newton says investors should focus on what is happening, not what could happen. He still sees Taiwan as one of the strongest emerging-market opportunities despite geopolitical concerns.
Key points:
- Newton likes Taiwan and Mexico in the short to intermediate term, while avoiding India and China for now
- South Korean tech leaders like Hynix and Samsung make up a major part of $EWY and $EEM
- He expects emerging markets to keep strengthening, with $EEM potentially reaching new all-time highs by next spring