# The Backbone of AI: Why Emerging Markets Matter

Page: https://stenobird.com/podcast/tcw-investment-perspectives-6367683/the-backbone-of-ai-why-emerging-markets-matter
Text version: https://stenobird.com/podcast/tcw-investment-perspectives-6367683/the-backbone-of-ai-why-emerging-markets-matter.md
Podcast: [TCW Investment Perspectives](https://stenobird.com/podcast/tcw-investment-perspectives-6367683)
Published: 2026-06-18T15:51:51+00:00
Episode link: https://share.transistor.fm/s/c06e438f
Audio file: https://media.transistor.fm/c06e438f/ab963cf5.mp3
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JSON: https://stenobird.com/v1/public/podcasts/tcw-investment-perspectives-6367683/episodes/the-backbone-of-ai-why-emerging-markets-matter
Duration seconds: 975

## Resource

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.

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## Transcript

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