The AI edge

The overlooked frontier

Amid the global AI buildout, emerging markets credit is quietly powering the infrastructure behind the revolution - offering investors yield with purpose and access to the engines of AI growth.

1 Dec 2025

4 minutes

View the series
Sangeeth Sewnath
Alan Siow
Daria Naumenko

AI exposure doesn’t have to mean backing volatile tech equities or speculative growth stories. In this episode, Ninety One’s Emerging Markets Fixed Income team highlights a different path: credit investors financing the real infrastructure behind AI - from data centers and cloud expansion to the chips that power advanced models. Emerging markets are central to this buildout.

Their sovereigns stand to benefit from the broader AI tailwind, while world-class corporates - like Prosus, applying AI to drive material efficiency gains, or SK Hynix, the global leader in high-bandwidth memory - sit at the heart of the supply chain. For investors, Emerging Markets credit offers resilient fundamentals, compelling yield, and access to the essential engines of one of the most transformative forces in the global economy.

Authored by

Sangeeth Sewnath
Managing Director, Americas
Alan Siow
Portfolio Manager
Daria Naumenko
Analyst

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