Bloomberg.com · 15 Sep, 01:34 · Artificial Intelligence briefing

BlackRock Raises EM Equities Back to Overweight on AI, Earnings

Global asset manager BlackRock has upgraded its rating on emerging market equities to overweight.

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The briefing

The story
in brief.

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Global asset manager BlackRock has upgraded its rating on emerging market equities to overweight. This strategic shift is driven by the expanding influence of artificial intelligence and stronger-than-expected corporate earnings across these regions. The firm anticipates sustained growth, suggesting that investors should increase their exposure to these markets. This move signals confidence in the structural transformation of emerging economies, particularly where technology adoption is accelerating. For professionals, this indicates a broadening of opportunities beyond traditional developed markets, highlighting the intersection of global finance and technological innovation as key growth drivers.

Employer demand for AI Strategy skills — indexed growth since 2019
Indicative index of skill mentions in professional job postings for the field this story moves (2019 = 1)

Your move

What this means
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This shift signals that emerging markets are becoming central to the global AI narrative. You should recognise that technical expertise alone is insufficient; understanding how AI drives value in diverse economic contexts is now critical. Professionals in finance, strategy, and technology must develop cross-cultural competency and adaptability. If you work in investment or corporate strategy, prioritise understanding emerging market dynamics and AI integration. Upskill in data analysis to interpret local earnings trends. Network with colleagues in these regions to gain ground-level insights. A smart professional will not only track AI developments but also understand their financial implications in high-growth economies. Prepare for roles that bridge technology and international business, as these hybrid positions will likely offer the strongest career trajectory in this evolving landscape.

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