EM Equities Kembali Overweight: AI Scarcity Jadi Kunci September 23, 2026 AI-scarcity emerging-markets fixed-income global-macro investasi-saham EPS growth EM 34% vs AS 20%, tapi valuasi cuma 10x forward PE. Kenapa EM equities kembali menarik dan apa risikonya bagi investor global? Ada angka yang cukup mencolok di pasar saat ini: 12-month forward EPS growth unt… Baca Selengkapnya