lang icon English
April 7, 2024, 4 a.m.
1175

None

Brief news summary

Global investors, including Goldman Sachs, JPMorgan, and Morgan Stanley, are expanding their search for AI investment opportunities beyond the US. They are focusing on emerging markets and are particularly interested in companies involved in AI supply-chain components, traditional electronics manufacturers making the transition to AI, and non-tech sectors adopting AI. These emerging-market AI stocks have shown higher value and growth potential compared to their US counterparts. Leading industry players such as Taiwan Semiconductor Manufacturing and SK Hynix in Taiwan and South Korea are driving the AI rally in emerging markets. Furthermore, Chinese AI ventures in Saudi Arabia and Reliance Industries in India are also attracting attention. Although there are potential risks associated with disturbances in the US market and other sectors catching up, investors remain optimistic about the untapped potential and significant growth opportunities presented by AI in emerging markets.

Major global asset managers are looking beyond the US for the next wave of artificial intelligence (AI) winners. While the rise of AI has benefited US companies like Nvidia and semiconductor manufacturers, some investors are looking towards emerging markets for better value and a wider range of investment options. Goldman Sachs Asset Management is seeking stakes in manufacturers of AI supply-chain components, while JPMorgan Asset Management is favoring traditional electronics manufacturers that are transitioning into AI leaders. Morgan Stanley is betting on companies in non-tech sectors that are adopting AI to enhance earnings.

AI stocks are already driving a rebound in emerging markets, with Taiwanese and South Korean chip companies leading the gains. Despite this, emerging-market AI stocks still offer better value than their US peers, and emerging-market technology companies are expected to witness a faster growth in earnings compared to US counterparts. The early adopters of AI technology, which already include technology leaders such as TSMC and Hon Hai Precision, are expected to emerge as the big players in the space.


Watch video about

None

Try our premium solution and start getting clients — at no cost to you

I'm your Content Creator.
Let’s make a post or video and publish it on any social media — ready?

Language

Hot news

Nov. 3, 2025, 1:26 p.m.

Amazon’s AI Initiatives Boost Quarterly Sales To …

Amazon reported third-quarter net sales of $180.2 billion, marking a 13 percent increase compared to the previous year, driven largely by artificial intelligence initiatives throughout its Seattle-based operations.

Nov. 3, 2025, 1:22 p.m.

Geostar pioneers GEO as traditional SEO faces 25%…

Last summer at the Paris Olympics, Mack McConnell realized that search had fundamentally changed when his parents independently used ChatGPT to plan their day, with the AI recommending specific tour companies, restaurants, and attractions—businesses gaining unprecedented visibility.

Nov. 3, 2025, 1:21 p.m.

AI in Social Media Marketing: Opportunities and C…

The integration of Artificial Intelligence (AI) in social media marketing (SMM) is swiftly reshaping digital advertising and user engagement, driven by advances in computer vision, natural language processing (NLP), and predictive analytics.

Nov. 3, 2025, 1:17 p.m.

Meta Platforms Invests Over $10 Billion in AI Sta…

Meta Platforms Inc.

Nov. 3, 2025, 1:11 p.m.

AI Content Revolution: Marketing Giants Redefine …

In recent years, artificial intelligence (AI) has revolutionized marketing, enabling major companies to optimize strategies and achieve impressive returns on investment.

Nov. 3, 2025, 1:10 p.m.

AI projects must derive from governance

HIMSS' Rob Havasy and PMI's Karla Eidem emphasize that healthcare organizations need to establish well-defined goals and robust data governance before developing AI tools.

Nov. 3, 2025, 9:18 a.m.

Wix's AI Visibility Overview: A New Tool for SEO …

Wix, a leading website creation and management platform, has launched an innovative feature called the AI Visibility Overview, designed to help website owners better understand their sites’ presence within AI-generated search results.

All news

AI Company

Launch your AI-powered team to automate Marketing, Sales & Growth

and get clients on autopilot — from social media and search engines. No ads needed

Begin getting your first leads today