AllianceBernstein’s Adriaan du Toit, Elizabeth Bakarich and Christian DiClementi examine how AI may reshape emerging-market corporate and sovereign credit.
- Commodity-rich countries and issuers tied to copper, energy and other AI-critical inputs could benefit from rising infrastructure demand.
- Service-heavy economies, including parts of Asia and Central and Eastern Europe, may face greater disruption risk if outsourced IT and business services are automated.
- For bond investors, issuer-level cash-flow resilience and country exposure to critical AI supply chains are becoming increasingly important.
Explore the full report to see how AI could reshape credit opportunities and risks across emerging markets.
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