In short: The other big EM ETF, paired with IEMG to make the AI point: VWO excludes Korea, so its YTD is roughly half IEMG's — illustrating how much of EM's run is the Korea/Taiwan AI complex. Still part of the reiterated-bullish EM call (EM is strong even ex-TW/SK and in local currency).
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Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.