Henry Greene
Investment strategist at KraneShares focused on emerging markets and ETFs, providing expertise on emerging markets technology, semiconductors, and the impact of dollar movements on global markets.
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Mar 3, 2026 • 25min
Dollar Decline vs Market Concentration: Henry Greene on Emerging Markets Tech & the Next AI Winners
Henry Greene, investment strategist at KraneShares focused on emerging markets and ETFs. He discusses how a weaker dollar could boost emerging markets tech. He highlights Taiwan and South Korea’s semiconductor strength and China’s AI innovation. He argues for diversification beyond top-heavy U.S. tech and explains how EM tech exposure can capture global AI capex.
