
AI, a new strategic driver for emerging economies
From Macro Waves by BNP Paribas Economic Research
April 3, 2026 · 12 min
About this episode
This episode explores how artificial intelligence is influencing growth in emerging economies with insights from BNP Paribas economists.
In this new episode of MacroWaves, we examine how artificial intelligence is reshaping growth in emerging economies. We hear from three economists at BNP Paribas Economic Research: Lucas Plé, Christine Peltier, and Hélène Drouot. While Asia dominates semiconductor production, other countries, such as those in Latin America and Africa, are either exploiting their mineral resources or falling behind. What challenges will they face? The answers lie in moving upmarket, securing energy supplies and avoiding increased geopolitical dependence in order to transform this opportunity into sustainable productivity gains. https://economic-research.bnpparibas.com/Home/en-US Hosted on Ausha. See ausha.co/privacy-policy for more information.
People in this episode
Guests: Lucas Plé, Christine Peltier, Hélène Drouot
Topics covered
- artificial intelligence
- emerging economies
- economic growth
- geopolitical dependence
- sustainable productivity
Keywords
- AI
- emerging economies
- economic growth
- semiconductor production
- geopolitical challenges
Mentioned in this episode
Organizations: BNP Paribas Economic Research
Places: Asia, Latin America, Africa
More episodes of Macro Waves
- Conflict in the Middle East: analysis of the consequences for advanced economie · June 11, 2026 · 12 min
- How can Europe attain energy sovereignty? · April 30, 2026 · 14 min
- Public finances in advanced economies: significant yet surmountable constraints? · February 23, 2026 · 11 min
- In 2026: Consumption to rebound in the Eurozone and to modaterate in the US? · January 15, 2026 · 10 min
- Emerging economies — Solid growth, limited room for manoeuvre · December 4, 2025 · 11 min
- International trade: after the US tariff offensive, an ever more multipolar world · November 4, 2025 · 10 min
Explore listener stats, chart rankings, contacts and more on the Macro Waves podcast page.