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Allspring’s Alison Shimada breaks down if the emerging markets rally can last, pointing to their key role in the AI supply chain. She highlights concentration risks and rising local retail participation across EMs. Shimada also calls out Brazil and Mexico as attractive opportunities given their valuations and strategic positioning.

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Emerging Markets Rally: Can It Last as AI Demand Grows?

Schwab Network

Emerging Markets Rally: Can It Last as AI Demand Grows?