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Global asset managers are beginning to reduce their reliance on technology stocks tied to artificial intelligence in emerging markets, amid concerns over high valuations and increased risks associated with concentrated investments in a limited sector. Institutions such as JPMorgan and Grantham Mayo are focusing on diversifying their investments to include sectors like energy and electronic gaming, with growing interest in markets like India and China, where companies from Taiwan, Samsung, and others make up over 30% of the MSCI Emerging Markets Index. Spending on data centers and AI technologies is expected to reach $750 billion by 2026, with a potential rise to $1.6 trillion over five years, reflecting increasing demand for infrastructure but also raising worries about rising inflation and pressures on the insurance sector.
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