JEMI's Omar Negyal: Emerging markets are well positioned to support AI boom

Early adaption is key

clock • 2 min read

When investors think of technology, familiar names such as Google, Microsoft, and Apple are often the first companies that come to mind.

Some household emerging market companies like Samsung, Infosys and TSMC may also spring to mind. However, the EM technology sector is far broader than that, being home to a number of world leading companies in spaces such as hardware, software, IT outsourcing, semiconductors, and cloud storage services. The information technology sector is currently 20% of the MSCI Emerging Markets Index, while ten years ago it was 15%. One of the most attractive areas in the EM space is the physical infrastructure underpinning the growth of AI development. TSMC and Infosys most frequent top ten...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Emerging markets

Carmignac's Amol Gogate: Why a Modi election win could further propel India's markets

Carmignac's Amol Gogate: Why a Modi election win could further propel India's markets

Modi projected to win

Amol Gogate
clock 04 June 2024 • 3 min read
RBC BlueBay AM's Laurence Bensafi: EM index recomposition calls for investors' change of perception

RBC BlueBay AM's Laurence Bensafi: EM index recomposition calls for investors' change of perception

'Progressive maturation' of asset classes

Laurence Bensafi
clock 30 May 2024 • 3 min read
TEMIT's Chetan Sehgal: The outlook for emerging markets halfway through 2024

TEMIT's Chetan Sehgal: The outlook for emerging markets halfway through 2024

Headwinds to Chinese valuations

Chetan Sehgal
clock 29 May 2024 • 2 min read
Trustpilot