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AI Capex Fueling Strongest EM Earnings in Two Decades, MS Says
Bloomberg
Published about 8 hours ago

AI Capex Fueling Strongest EM Earnings in Two Decades, MS Says

Bloomberg · Feb 27, 2026 · Collected from RSS

Summary

Emerging-market stocks are heading for their strongest stretch of earnings growth since the 2002-04 super-cycle, powered by a surge in artificial-intelligence investment that is reshaping the asset class, according to Morgan Stanley.

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