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SCB CIO Upgrades EM (Emerging Market) to Overweight, Highlighting South Korea and Taiwan as Beneficiaries of AI.
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SCB CIO, Siam Commercial Bank (SCB), and BlackRock have revised their outlook on emerging markets to a positive one, following continued growth in AI and advanced technology investments. US equities remain a key market with a high weighting, while the focus is on selecting businesses that benefit from the AI supply chain. The post SCB CIO Upgrades EM to Overweight, Highlighting South Korea and Taiwan as AI Beneficiaries appeared first on Busines…
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