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Emerging Markets Shine: 15 Stocks to Watch in AI

9/17/2025

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Summary

Story summary

Emerging markets are vital for AI infrastructure and present significant growth opportunities, with 15 stocks recommended for diversification.
This year, emerging markets have outperformed developed markets, achieving a 19.92% return versus 13.78%.
Portfolio manager Andrew Ness cites attractive valuations and a recovering Chinese economy as key factors.
Companies like MercadoLibre and Sea Ltd excel in e-commerce and fintech in Latin America.
Key risks include regulatory changes in China, currency volatility, and geopolitical tensions.

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Story summary

Emerging markets are vital for AI infrastructure and present significant growth opportunities, with 15 stocks recommended for diversification.
This year, emerging markets have outperformed developed markets, achieving a 19.92% return versus 13.78%.
Portfolio manager Andrew Ness cites attractive valuations and a recovering Chinese economy as key factors.
Companies like MercadoLibre and Sea Ltd excel in e-commerce and fintech in Latin America.
Key risks include regulatory changes in China, currency volatility, and geopolitical tensions.