Miner Company
Emerging Markets And The AI Surge
Seven of the ten largest contributors to the MSCI EM Index return in 2025 were AI-related and accounted for more than 40% of the index's 34% return. Significant portion of the AI physical infrastructure is sourced from EM companies, especially Asia-based global enterprises such as the semiconductor manufacturing giant TSMC in Taiwan.
Seven of the ten largest contributors to the MSCI EM Index return in 2025 were AI-related and accounted for more than 40% of the index's 34% return. Significant portion of the AI physical infrastructure is sourced from EM companies, especially Asia-based global enterprises such as the semiconductor manufacturing giant TSMC in Taiwan.