Goldman Sachs strategist urges investors to look to Taiwan and South Korea for next AI investment wave

Summary

Tim Urbanowicz, chief investment strategist at Innovator from Goldman Sachs Asset Management, advises investors to look beyond domestic markets to emerging markets—particularly Taiwan and South Korea—for the next major gains in the AI trade. He describes this shift as "the next big wave" for AI investment, noting that these countries are significant components of the iShares MSCI Emerging Markets ETF, which has risen 26%.

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bskyGoldman Sachs strategist urges investors to look to Taiwan and South Korea for next AI investment wavecnb.cx