Morgan Stanley-Asia EM Equity Strategy Mapping AI Adoption in APAC-106428628

MFebruary8,202409:00PMGMTIdeaAsiaEMEquityStrategyAsiaPacificMorganStanleyAsia(Singapore)Pte.++656834-6597MappingAIAdoptioninAPACDanielKBlakeWedrillintotheAsia-PacificresultsofourglobalAImappingEquityStrategistsurveyandseeanintriguingmixwitharelativelyhighshareofAIDaniel.Blake@morganstanley.comenablersandatthesametimeahighershareoflikelyprotectedcompanies(versusUS/Europe).JapanisonthefrontfootwithMorganStanley&Co.Internationalplc++44207425-0840>53%ofcoverageseenasbeneficiaries.EdwardStanleyAIImpactsBroadeningin2024:AI-acceleratedtechdisruptionwillremainacentralthemein2024.WerecentlyconcludedamappingofourglobalcoveragetoidentifyEquityStrategistcompaniesthatouranalystsseeasenablersand/oradopters,thoselikelyprotectedEdward.Stanley@morganstanley.comandthosepotentiallydisrupted(seeThematics:MappingAI'sDiffusion,2Jan2024).AIEnablersgainedUS$6trnofmarketcapgloballyin2023,butlookingaheadweMorganStanley&Co.LLC+1212761-6893seepotentialdifferentiationamongAIAdoptersasmodelsaredeployed.ToddCastagno,CFA,CPAHowdoesAsia-PacificandEMCompare?Inthisreport,wedrilldeeperintotheresultsandimplicationsfortheAsia-Pacificregion.HerewefindaninterestingGVATStrategistjuxtaposition,withtheregionhavingarelativelyhighshareofenablingcompaniesTodd.Castagno@morganstanley.com(especiallyinTaiwan,KoreaandJapan).However,theregionalsohasahighershar...