BlackRock raises EM equities to overweight on AI and earnings

BlackRock raised its recommendation on emerging-market equities to overweight, citing access to scarce resources needed for the AI boom and strong earnings as drivers for expected outperformance.

• BlackRock's Rieder sees AI debt boom as top fixed-income opportunity2026-10-27
• Bloomberg Show Examines AI Jitters, Oil and Big Tech2026-10-23
• BlackRock's Boivin: AI buildout influences rates, long Treasuries attractive2026-10-23
• BlackRock's Fink Says Slow Data-Center Buildout Is Inflationary2026-10-21
• Modal Labs tops week's US funding with $750M2026-10-16