Emerging market investment funds are shifting focus to capitalise on the artificial intelligence boom. Investment managers are increasing their holdings in AI-related stocks, anticipating significant returns driven by increased technology spending. The rise of companies such as Chinese AI developer DeepSeek and leading Asian semiconductor manufacturers is inspiring confidence. This pivot reflects a broader expectation that AI will be a key driver of emerging market performance over the next decade.
Allspring Global Investments and GIB Asset Management are among the firms actively reallocating capital. They are strategically targeting companies poised to benefit from the expanding AI ecosystem. This includes not only AI developers but also the semiconductor companies that provide essential hardware. The investment shift indicates a growing belief in the transformative potential of AI across various sectors within emerging economies.
The AI boom is expected to stimulate innovation, create new business opportunities, and boost economic growth in emerging markets. As AI technologies become more integrated into industries ranging from manufacturing to finance, these economies could see substantial improvements in productivity and competitiveness. Investors are positioning themselves to capture the long-term benefits of this technological revolution.
