CCLA's Helen Luong: How AI might affect your stock picks

Business model disruption

If you have wondered how AI could affect your portfolio, you are certainly not alone. Since its launch, ChatGPT has now amassed 180 million users and is a chatbot that can understand and produce human-like content.

The quality of the output has driven substantial interest in the underlying technologies of Generative Artificial Intelligence (GenAI). The question is whether this is a paradigm shift similar to the iPhone moment, causing similar disruption in business models. JEMI's Omar Negyal: Emerging markets are well positioned to support AI boom Just as Amazon, Google and Facebook arrived after the birth of the internet and Uber and AirBnB sprang from the iPhone, there is likely to be a GenAI "killer app" being developed by Silicon Valley even as you read this article. As investors,...