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Hogyan rendezte át az AI a fejlődő piacokat? episode artwork

EPISODE · Sep 16, 2026 · 39 MIN

Hogyan rendezte át az AI a fejlődő piacokat?

from OTP Fund Facts Podcast · host OTP Bank

Ha ma valaki fejlődő piacokba fektet, legnagyobb részben az ázsiai IT-szektort veszi meg. Az elmúlt évtizedben a BRIC-logika eltűnt, Kína visszaszorult, Tajvan és Dél-Korea vált a globális chipgyártás motorjává. Mindezért az AI-boom a felelős. Meddig tarthat ez a tendencia? Csák Csongor Boér Leventével, az OTP Alapkezelő befektetési igazgatójával járja körbe, mi mozgatja most a fejlődő piacokat.

Episode metadata supplied by the publisher feed · Published Sep 16, 2026

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Hogyan rendezte át az AI a fejlődő piacokat?

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