Beyond The AI Trade: Earnings, Infrastructure And A Broadening EM Opportunity
· Source: seekingalpha.com
In short
Emerging markets (EM) earnings growth is expanding well beyond AI, with earnings momentum healthy across the region but rewarded unevenly by the market, creating investment opportunities. Research in Korea, Taiwan, Brazil, and India highlights conviction in the AI supply chain and emerging opportunities in physical infrastructure, real assets, and Latin America, especially Brazil, supported by resource wealth and reform-oriented policies.
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Tags: earnings, AI, infrastructure, emerging markets, Latin America, supply chain