Asia equities still have a strong growth story due to 'reasonable' valuations, experts say, as investors face a tumultuous first half of 2026 marked by Middle East war and AI build-out. AI capital exp…
BlackRock Investment Institute downgraded broad emerging-market equities from overweight to neutral, citing risks from AI supply chain concentration in Taiwan and South Korea. The firm still sees oppo…
Adam Michael Bauer and Gernot Wagner argue in Project Syndicate that the AI buildout mirrors the green transition, requiring massive upfront investment and creating short-term disruption while deliver…
BlackRock Investment Institute reaffirmed its overweight tactical position on US equities, a stance held since December 2024, citing accelerating AI infrastructure spending and resilient corporate ear…