Economy Bloomberg 3h ago

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

Market Intelligence Analysis

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Why This Matters

Emerging-market stocks are expected to experience their strongest earnings growth in two decades, driven by a surge in AI investment, according to Morgan Stanley.

Market Impact

Market impact analysis based on bullish sentiment with 90% confidence.

Sentiment
Bullish
AI Confidence
90%
Time Horizon
Short Term

Article Context

Note: This is a brief excerpt for context. Click below to read the full article on the original source.

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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Original article published by Bloomberg on February 27, 2026.
Analysis and insights provided by AnalystMarkets AI.