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Markets2h 36m ago

Emerging markets are benefiting from AI infrastructure spending, stronger growth and rising consumer demand in countries such as India.

South Korea, Taiwan, India

Who
Divya Mathur, portfolio manager of the Emerging Markets Strategy at ClearBridge Investments, Roger (BNN Bloomberg interviewer)
What
Emerging markets are benefiting from AI infrastructure spending, stronger growth and rising consumer demand in countries such as India.
When
Thu, 11 Jun 2026 19:41:59 GMT · 2h 36m ago
Where
South Korea, Taiwan, India ·
Why
Investors are looking beyond North America for growth opportunities as geopolitical tensions, economic concerns, and elevated chip valuations weigh on North American markets.
The Frontline Impact

How this affects you

Countries like South Korea, Taiwan, and India are seeing significant investment and outperformance in their markets, driven by global AI infrastructure spending and rising consumer demand, creating opportunities for long-term investors.

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