Investment experts at Desjardins, Global X and People Corporation argue geography alone no longer drives sector composition in EM investment decisions
China may be the only country that can rival the US on AI in emerging markets, says RBC GAM UK's Christoffer Enemaerke
Institutional investors recalculate India exposure in emerging markets amid the AI buildout and Iran-US energy risk
Portfolio managers at CI GAM, T. Rowe Price say AI flows are starving Latin America of institutional EM capital, argue LATAM neglect creates opportunity
EM experts share why Taiwan and South Korea now dominate the EM index as AI semiconductor capex reshapes opportunities for institutional investors
