A sharp rotation away from technology stocks is creating fresh opportunities across emerging markets, with countries such as China, India and Brazil attracting attention as investors look beyond the AI trade for value, according to Eastspring Investments.

Global emerging market equity portfolio manager, Navin Hingorani, says India could benefit from a shift away from AI-related stocks, while Brazil is presenting potential value opportunities following a market correction after its recent election outcome. 

Traditionally one of the more expensive major emerging markets, India has relatively little exposure to the AI trade, with opportunities emerging in sectors such as financials.

Read the media release.

Eastspring Investments

Founded in 1994, Eastspring Investments is a wholly-owned subsidiary of Prudential plc. Eastspring Investments (Singapore) Limited serves as a global hub for Eastspring Investments’ asset management business. Its deep understanding of Asian markets, paired with global perspectives, enables the firm to develop and deliver unique investment solutions for investors.

Information provided is general information and is for educational purposes only, and does not include, or constitute as, financial product advice.