The AI Cycle And Beyond: Is This Time Different?

Chief EM/China Strategist, Arthur Budaghyan discussed:

• AI Capex: Moving into overshoot territory
• Capex In Advanced Economies: A tailwind for commodities?
• The US Dollar: A new bull market?
• EM Equity Outperformance: Still standing on one leg
• Korean Equities: A “Gangnam style” tantrum
• EM Fixed-Income: Where opportunities are