
Emerging market equities have increasingly evolved into a technology and manufacturing-led asset class in the wake of a surge in AI‑related capital expenditure by the hyperscalers. Zhikai Chen, Global Head of Emerging Market Equities at BNP Paribas Asset Management, and Daniel Morris, Chief Market Strategist, discuss how emerging market equities are benefitting from both structural economic growth and the competitiveness of manufacturing and knowledge‑based sectors.


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Emerging market equities have increasingly evolved into a technology and manufacturing-led asset class in the wake of a surge in AI‑related capital expenditure by the hyperscalers. Zhikai Chen, Global Head of Emerging Market Equities at BNP Paribas Asset Management, and Daniel Morris, Chief Market Strategist, discuss how emerging market equities are benefitting from both structural economic growth and the competitiveness of manufacturing and knowledge‑based sectors. For more insights, visit Viewpoint: <a href="https://viewpoint.bnpparibas-am.com/">https://viewpoint.bnpparibas-am.com/</a>Download the Viewpoint app: <a href="https://onelink.to/tpxq34">https://onelink.to/tpxq34</a>Follow us on LinkedIn: <a href="https://bnpp.lk/am">https://bnpp.lk/am</a> Hosted on Ausha. See <a href="https://ausha.co/privacy-policy">ausha.co/privacy-policy</a> for more information.

Talking Heads - A new paradigm for Emerging Market equities?

Investment Insights is the podcast channel for BNP Paribas Asset Management and features in-depth commentary on the topics that really matter to investors.

Each week, Daniel Morris, Chief Market Strategist at BNP Paribas Asset Management, joins our investment experts to analyse the market through the lens of sustainability.

Alongside our weekly analysis, we'll also be releasing the Uncapped Impact Series, about impact investing, every few weeks.

For more insights, visit
Viewpoint: https://viewpoint.bnpparibas-am.com/ 
Download the Viewpoint app: https://onelink.to/tpxq34  
Follow us on LinkedIn: https://bnpp.lk/am   
Hosted on Ausha. See ausha.co/privacy-policy for more information.

Investment Insights is the podcast channel for BNP Paribas Asset Management and features in-depth commentary on the topics that really matter to investors.
 
Each week, Daniel Morris, Chief Market Strategist at BNP Paribas Asset Management, joins our investment experts to analyse the market through the lens of sustainability.
 
Alongside our weekly analysis, we'll also be releasing the Uncapped Impact Series, about impact investing, every few weeks.
 
For more insights, visit 
Viewpoint: <a href="https://viewpoint.bnpparibas-am.com/" title="https://viewpoint.bnpparibas-am.com/">https://viewpoint.bnpparibas-am.com/</a> 
Download the Viewpoint app: <a href="https://onelink.to/tpxq34" title="https://onelink.to/tpxq34">https://onelink.to/tpxq34</a>  
Follow us on LinkedIn: <a href="https://bnpp.lk/am" title="https://bnpp.lk/am">https://bnpp.lk/am</a>    Hosted on Ausha. See <a href="https://ausha.co/privacy-policy">ausha.co/privacy-policy</a> for more information.