Artificial intelligence (AI) is expected to remain an attractive investment theme over the next 12 months as global economic growth remains resilient and corporate earnings continue to strengthen, according to MFC Asset Management.
Managing director Thanachot Rungsitthiwat said global markets are supported by five major drivers: the direction of interest rates and monetary policy, resilient corporate earnings, AI as a global trend, capital rotation into companies with visible earnings growth, and easing geopolitical tensions.