Principal's Seema Shah on the AI capex cycle and investor sentiment

Seema Shah, Chief Global Strategist at Principal Global Investors, has discussed the AI capital expenditure cycle and how it is shaping investor sentiment.

Speaking with Bloomberg's Avril Hong on the sidelines of the Milken Institute Asia Summit in Singapore, she addressed the topic in an interview. The available report covers only the discussion itself; it does not give her specific forecasts or conclusions on the cycle or on markets.