Cameron McCormack

speaker

292 appearances 1 recordings 1 series first heard Sep 2026 last heard yesterday

Cameron McCormack’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Sep 2026 with 1.

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Australian Finance Podcast · If you had $20,000, build your ETF portfolio like this · 28 Sep 2026 podcast

There's companies like um Samsung, you know, Korea, very, you know, well known household name.

So you're getting you're getting exposure to those global

Global companies within within that sleeve and um you know, if we reflect on it more recently, it's becoming such a big part of not only sort of international equities but I guess global markets and emerging markets are such a key player in terms of where that earnings growth is coming from and naturally that those price performances come through as well.

Yeah.

Yeah, so there I guess there's a range of areas.

Um if you look at

If you look at I guess in an emerging market, they're typically growing at a faster pace than developed markets.

That's why they're called emerging markets.

Um and that has shown to translate in terms of high earnings growth.

So earnings growth being that they're more you know showing to be growing profits at a at a faster pace.

And if a company's showing that, they get rewarded in terms of you know high price performance.

So that's sort of a key area.

Um and it comes back to

I guess more recently, in terms of the emergence of the semiconductor complex, particularly South Korea and Taiwan, they're such key players in terms of building the chips and actually and designing the chips that's ultimately feeding this high investment in AI that's getting such a big focus at the moment.

Yeah.

Yeah, so for instance, like another one in Taiwan specifically is.

TSMC.

So they're, you know, one of the largest manufacturers of those semiconductor chips.

So NVIDIA will, you know, design the chips, they'll give the specs to TSMC and that's where it all comes from.

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