Talking Heads - A new paradigm for Emerging Market equities?

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Talking Heads - A new paradigm for Emerging Market equities?

Published on September 10, 2026

•Investment Insights

Emerging market equities have increasingly evolved into a technology and manufacturing-led asset class in the wake of a surge in AI‑related capital expenditure by the hyperscalers. Zhikai Chen, Global Head of Emerging Market Equities at BNP Paribas Asset Management, and Daniel Morris, Chief Market Strategist, discuss how emerging market equities are benefitting from both structural economic growth and the competitiveness of manufacturing and knowledge‑based sectors.

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