Event Details:

Is AI the Next Great Catalyst for Emerging Markets? 
Tuesday, May 14, 2024
10:00am - 11:00pm EDT

The landscape in emerging markets is shifting with the proliferation of artificial intelligence, continued consumer growth, and country-specific reforms unlocking long-term value for investors. The launch of large language models unleashed a new era of global growth with emerging markets at its center due to their experience and robust supply chain for chip development in countries like Korea, Taiwan, and China. We believe emerging market consumers also represent one of the largest blocs of consumers who would be using AI products. This is accompanied by single-country reforms, such as in Saudi Arabia, the United Arab Emirates, and India, that present an inflection point in each country's growth trajectory and economic transformation.

Join KraneShares Senior Investment Strategist Anthony Sassine, CFA, as he covers:

• Broader market dynamics: why we believe that structural reforms in Northeast Asia, India, and the Middle East coinciding with technological advancements present a compelling investment opportunity.
• EM's pivotal role in the global semiconductor supply chain: companies like Taiwan Semiconductor and South Korea's SK Hynix produce the actual chips that are powering AI. Yet, their valuations are mere fractions of those of their developed market peers like Nvidia.
• The Leapfrogging Effect in Emerging Markets: how emerging markets bypass outdated technologies directly to advanced solutions and how this dynamic is poised to accelerate AI adoption.

Investors can submit questions by emailing [email protected]

1 CFP/CIMA Credit Available

Please email [email protected] to receive credit.