Barclays: The Popularization of Artificial Intelligence Will Boost Currencies of Emerging Markets Rich in Metals

Jinse Finance reported that Barclays Bank stated that in the coming years, the currencies of emerging market countries holding core AI metal mineral resources are expected to benefit from appreciation. In its “2026 Equity and Bond Research Report,” the bank’s strategists analyzed the potential impact brought by the artificial intelligence and humanoid robot industries, noting that as the AI industry boom pushes up commodity prices, emerging economies such as Chile, Peru, Brazil, Indonesia, and China will benefit. The research team believes that this boom can be compared to the commodity bull market at the beginning of the 21st century driven by China. The aforementioned countries are expected to fully leverage this momentum, achieve export growth, improve their terms of trade, and see increased investment.