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What’s Happening in EM: The AI Disconnect (Podcast)

Source: Bloomberg

Artificial IntelligenceEmerging MarketsAnalyst EstimatesInvestor Sentiment & Positioning

Bloomberg’s Carolina Wilson discusses with Global X’s Malcolm Dorson why earnings forecasts for emerging-market AI companies are reaching record highs while investors are selling technology stocks. The report provides no forecast figures, company names, or market reaction.

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