bearish

EM Fixed Income Focus: Tech ‘n’ Tariffs

198 Views03 Feb 2025 14:30
Podcast
SUMMARY
  • Uncertainty around AI breakthroughs in non-US companies adds a layer of uncertainty to US tech stock valuations
  • Impact of AI disruption on emerging markets is uncertain, with potential benefits from democratization of technology but challenges in AI preparedness
  • EM fixed income assets may be impacted by market relationships and US equity valuations in response to AI breakthroughs

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

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