Which came first: the rally in emerging markets, or the boom in their tech stocks? The sector has become the biggest single grouping in emerging markets this year for the first time since the dotcom boom. Cue several as-yet unsuccessful efforts to label EM techs with a catchy equivalent to the US FANGs (Facebook, Amazon,
新兴市场的上涨，和新兴市场科技股的上涨，哪一个在先？自互联网泡沫以来，今年科技股首次成为新兴市场最大的股别。提示一下：有几次目前尚不成功的努力，希望把新兴市场科技股打上吸引人的标签，类似于美国的FANG（指Facebook、亚马逊(Amazon)、Netflix和谷歌(Google)）。但仅仅把新兴市场科技股与热门的美国科技股相提并论，难以让人信服：除了对互联网的热情，硬件行业也在拉动这一轮上涨。
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