Emerging markets poised to benefit from AI boom as dollar weakness and valuations boost investment appealExecutive summary: A Handelsblatt analysis cites a weaker dollar, favorable valuations and emerging markets' increasing involvement in AI as reasons for a potential comeback of developing economies, noting that three funds are already offering investors exposure to this trend. The story underscores a shift in AI‑related capital flows toward emerging markets, which could diversify investment sources and spur economic growth in regions that have historically lagged in tech adoption. Emerging market economies, global asset managers launching AI‑focused funds, and investors seeking exposure to AI outside the United States. Expect continued inflows into emerging‑market AI funds, possible policy incentives to attract AI investment, and heightened competition for talent and infrastructure in those regions.The Handelsblatt article argues that a weaker dollar, attractive valuations and the growing role of emerging economies in artificial intelligence are setting the stage for a rebound in those markets. It notes that three investment funds are already positioning to capture this trend, offering investors exposure to AI‑driven growth outside the traditional tech hubs. The piece highlights how the AI wave is shifting geographic investment patterns, potentially reducing reliance on US‑centric tech exposure.Connected developmentsAlphabet, la maison mère de Google, va rejoindre l’indice Dow JonesWalmart-backed Flipkart expands quick-commerce push as Amazon ramps up in IndiaIndia’s MoEngage bets that the future of marketing is millions of AI agentsOpen the full case file on Beyond →
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