BlackRock boosts emerging-market equities to overweight amid AI and earnings outlook

BlackRock Inc. has reinstated an overweight recommendation on emerging-market equities, citing the potential for outperformance driven by access to scarce resources required for the artificial-intelligence boom and strong earnings. The firm’s decision comes as it positions itself to capitalize on the growing demand for AI-related technologies and the associated economic benefits. The move reflects BlackRock’s confidence in the ability of emerging markets to leverage these opportunities effectively. The firm’s analysis highlights the critical role of resource availability and financial performance in shaping the investment landscape. This strategic shift underscores the increasing importance of AI in global economic growth and the potential for emerging markets to benefit from this trend. The timing of the recommendation aligns with current market conditions and the firm’s broader investment strategy for 2026.