Morgan Stanley Investment Management is adding to emerging-market bets that are insulated from the artificial intelligence boom as it positions for a potential pullback in the crowded tech trade, according to Deputy Chief Investment Officer Jitania Kandhari.
Morgan Stanley Investment Management is adding to emerging-market bets that are insulated from the artificial intelligence boom as it positions for a potential pullback in the crowded tech trade, according to Deputy Chief Investment Officer Jitania Kandhari.
Dubai stocks are off to their strongest start in 12 years as investors bet on the emirate’s resilient economy and look beyond volatile oil and artificial-intelligence trades.
Emerging-market assets were little changed on Tuesday as traders weighed the recent optimism toward the asset class against a firmer US dollar and thinner trading volumes due to holidays in major markets.
Infosys climbed contributing most of the MSCI gauge’s gains.
Emerging-market assets pared a monthly rally, falling for a second session after a massive selloff in metals and renewed dollar strength dampened risk appetite on Friday.
Currency prices displayed in a storefront in the financial district of Buenos Aires, Argentina, on Monday, Sept. 8, 2025. Argentina's currency, bonds and stocks plunged after President Javier Milei's party suffered a landslide defeat in a key provincial election, heightening concern the administration lacks the political support needed to sustain its overhaul of the economy. Photographer: Tomas Cuesta/Bloomberg
Global bond investors have turned the most optimistic on emerging markets in 13 years amid a rally driven by greater confidence in fiscal discipline and more money shifting away from the US.
Emerging markets are poised to start 2026 as a favored trade on Wall Street, with money managers betting a multi-year cycle of investment inflows is underway.
A vendor creates a Christmas star pinata at the Mercado Jamaica in Mexico City, Mexico, on Wednesday, Dec. 7, 2022. Consumer prices rose 7.8% last month from the same period a year earlier, down from 8.41% in October, the national statistics institute reported Thursday.
Investors are gravitating to dollar bonds to ride the rally in emerging-markets, and have poured the most money in two years into a fund tracking the asset class.
Emerging-market currencies traded mixed on Thursday as investors weighed the prospect of lower interest rates against concerns the frenzy over artificial intelligence has gone too far.
Global bond investors are beginning to view select emerging markets as safer than many far richer nations, a momentous shift that’s setting the stage for the next phase of outperformance in the asset class.
Pedestrians walk through the Shi Lin Night Market in Taipei, Taiwan, on Tuesday, Dec. 5, 2023. Taiwan's consumer prices rose more than economists expected in November.
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