Quantifying the Impact of AI on Emerging Markets

17 August 2023

Our specialist investment partner Northcape Capital, shares their thoughts on how artificial intelligence (AI) may impact the emerging markets (EM) equities asset class. The team provides their perspective on what AI is and considers the revenue potential of the technology before examining the most impacted stocks and sectors currently in the portfolio.



Northcape Capital

Northcape Capital
Expert Investment Partner