Morgan Stanley IM Is Hunting for AI-Proof Assets

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Why it matters

Morgan Stanley Investment Management is positioning for a potential pullback in the tech trade by investing in emerging-market assets that are less affected by the AI boom, according to Deputy Chief Investment Officer Jitania Kandhari.

Article tone

Neutral How the article is written, as reported by the source.

Expected market reaction

Bearish Confidence 80% How confidence is read Horizon: Short term Impact: Moderate

Market impact analysis based on bearish sentiment with 80% confidence.

Evidence trail

Evidence
Source Bloomberg
Claim Morgan Stanley IM Is Hunting for AI-Proof Assets
AI inference Bearish · 80%
Generated 2026-02-23 07:00

AI provenance

Analysed by Llama 3.1 8B Instant (Groq) Methodology v1.0 Generated
Technical identifiers
Provider tag
groq-llama-3.1-8b-instant
Analysis version
groq-llama-3.1-8b-instant
Article id
48856

Original source

Morgan Stanley Investment Management is adding to emerging-market bets that are insulated from the artificial intelligence boom as it positions for a potential pullback in the crowded tech trade, according to Deputy Chief Investment Officer Jitania Kandhari.

Read the full article on Bloomberg

Original article published by Bloomberg on February 23, 2026. Analysis and insights provided by AnalystMarkets AI.

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