By Gustavo Medeiros, Ben Underhill
The Emerging View

EM equity and AI: cheap exposure today, broader impact tomorrow

Emerging market tech trades at a steep discount to its US peers, and most of the index is not tech. We score 25 countries on how AI could lift or hurt growth.

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Market Commentary

Bangkok's many contrasts

Takeaways from the IMF Annual Meetings: resilience once again, fiscal complacency in developed markets, and two upgrade candidates for every downgrade.

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