Episode
The Backbone of AI: Why Emerging Markets Matter
- Podcast
- TCW Investment Perspectives
- Published
- Jun 18, 2026
- Duration seconds
- 975
- Processing state
not_requested- Canonical source
- https://share.transistor.fm/s/c06e438f
Actions
POST https://stenobird.com/v1/public/podcasts/tcw-investment-perspectives-6367683/episodes/the-backbone-of-ai-why-emerging-markets-matter/transcription-requests
Idempotently request low-priority transcript generation for this episode.GET https://stenobird.com/podcast/tcw-investment-perspectives-6367683/the-backbone-of-ai-why-emerging-markets-matter.md
Read the agent-friendly Markdown representation of this episode resource.
Summary
TCW’s Anisha Goodly speaks with Hiren Dasani, Chief Investment Officer for Emerging Markets at White Oak, about how artificial intelligence is reshaping the investment landscape across emerging markets equities —from semiconductor supply chains in Taiwan and Korea to broader opportunities in energy, commodities, and infrastructure — and how this fits alongside other key drivers informing portfolio positioning.