2024-05-31 11:10:00 ET
Summary
- We believe Season Two is expected to feature more nuanced debates about the downstream impact of AI, which may be important in discerning the long-term winners in this space.
- We believe the EM world is ripe with new waves of hardware innovation and design prowess that dovetail into AI products.
- Season Two is expected to be more layered and may result in wildly different outcomes for stock prices.
By Justin Leverenz, CFA, Chief Investment Officer, Developing Markets Equities ...
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For further details see:
Emerging Market Tech Firms Play A Key Role In The AI Story