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HSBC with the note.
◆We believe the market is underestimating the productivity boost AI could deliver to a wide range of sectors
◆Bluesky: rapid AI adoption could drive EPS CAGR of 7.5% over the next decade and justify S&P 500 fair value of c5,900
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About the author
David Llewellyn-Smith is Chief Strategist at the MB Fund and MB Super. David is the founding publisher and editor of MacroBusiness and was the founding publisher and global economy editor of The Diplomat, the Asia Pacific's leading geo-politics and economics portal.
He is also a former gold trader and economic commentator at The Sydney Morning Herald, The Age, the ABC and Business Spectator. He is the co-author of The Great Crash of 2008 with Ross Garnaut and was the editor of the second Garnaut Climate Change Review.