META - Is AI A New Engine For Emerging Market Equity Investors?
2024-07-11 03:50:00 ET
Summary
- Emerging markets have rapidly shifted focus to become active participants in the global technology revolution.
- While AI processing chips like NVIDIA's tend to dominate the headlines, high-speed memory is also a critical component for AI servers.
- While technology sector valuations in the US, Europe and Japan have risen substantially since 2019, in Asia ex-Japan, technology valuations have hardly budged.
By Stuart Rae
There's more to artificial intelligence ((AI)) than the US tech giants. Equity investors can find overlooked opportunities in emerging market companies. ...
Is AI A New Engine For Emerging Market Equity Investors?