AI Meets EMD: Short-Term Match, Longer-Term Friction?
Source: SeekingAlpha
2026-02-06 05:55:00 ET
By Vira Kartseva, CFA & Rob Drijkoningen
Artificial intelligence ((AI)) has the potential to provide a tailwind for commodity and manufacturing exporters in emerging markets. That said, the emerging market ((EM)) service sector’s lower contribution to Gross Domestic Product (GDP), as well as a lack of research and development and the presence of infrastructure and AI private investment bottlenecks, could cap productivity gains over time versus developed markets. We explore the dynamics in this article....
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AI Meets EMD: Short-Term Match, Longer-Term Friction?
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