Global investors shift focus to emerging markets for the next AI wave

Global investors shift focus to emerging markets for the next AI wave

As global interest in AI expands beyond the US, major investors seek the next AI frontrunners in emerging markets.
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As global interest in AI expands beyond the US, major investors seek the next AI frontrunners in emerging markets. Goldman Sachs Asset Management targets AI supply-chain manufacturers, while JPMorgan favours traditional electronics firms transitioning into AI leaders. Morgan Stanley bets on AI-transformed non-tech sectors. Emerging-market AI stocks outpace their US counterparts in both value and growth potential, with companies like TSMC and Hon Hai leading the charge. Despite risks, investors eye these markets for untapped AI opportunities.

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By Srinivasan Sivabalan

Some of the world's biggest money managers are searching for the next wave of artificial intelligence winners beyond the US.

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