Kevin T. Carter, Founder and CIO of EMQQ Global, returns to join Tellimer Founder and CEO Duncan Wales to look at how artificial intelligence has reshaped emerging market investment opportunities. Drawing on Kevin's two decades in emerging markets and his career building index strategies, the conversation examines how emerging markets have outperformed the S&P 500 since January 2025. Much of that gain comes from just three companies: TSMC, Samsung and SK Hynix. They explore how concentrated the MSCI Emerging Markets Index has become, and why the question of whether Korea counts as an emerging market has split the returns of the largest EM funds. They map the AI opportunity across its five layers, from power and chips to data centres, models and applications. The episode also covers China's AI Tigers, why low-cost open-weight Chinese models are winning adoption among US companies, and the growing debate over AI safety and regulation between Washington, Beijing and the AI labs.
The Emerging Markets Podcast dives into a range of topics in the emerging and frontier market world including investment themes, debt restructuring, elections, and geopolitical tensions.
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This podcast is provided for information purposes and represents the personal opinions of the speakers. It is not an offer or solicitation for investment in any securities, nor should it be regarded as investment advice.
Tellimer Technologies Limited does not offer or provide advice and no mention of a particular security in this podcast constitutes a recommendation to buy, sell or hold that or any security, portfolio of securities, or enter any transaction or investment strategy. Nor is any such mention an indication that any investment is suitable for any specific person.
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