Barclays: The spread of artificial intelligence will boost metal-rich emerging market currencies

Barclays Bank said that in the next few years, the currencies of emerging market countries with core metal and mineral resources of artificial intelligence are expected to appreciate well. The bank's strategists analyzed the potential impact of the artificial intelligence and humanoid robot industries in the "2026 Equity and Government Bond Research Report", pointing out that as the construction boom of the artificial intelligence industry drives up commodity prices, emerging economies such as Chile, Peru, Brazil, Indonesia, and China will benefit. The research team believes that this market can be comparable to the commodity bull market led by China in the early 21st century. The above-mentioned countries are expected to fully leverage the momentum to develop and achieve export growth, improvement of trade terms and an increase in investment scale.