Spotting pockets of EM resilience

Spotting pockets of EM resilience

From Market take by BlackRock

April 6, 2026 · 4 min · Episode 136

About this episode

Wei Li discusses the resilience in emerging markets amidst economic challenges.

CAPITAL AT RISK. INVESTMENTS CAN RISE OR FALL IN VALUE. FOR PUBLIC DISTRIBUTION IN THE U.S., CANADA, LATIN AMERICA, SELECT COUNTRIES IN EUROPE (SEE THE FULL DISCLAIMER), ISRAEL, SOUTH AFRICA, HONG KONG, SINGAPORE AND AUSTRALIA. FOR INSTITUTIONAL, PROFESSIONAL, AND QUALIFIED INVESTORS AND CLIENTS IN OTHER PERMITTED COUNTRIES. A stronger U.S. dollar and supply shocks are widening dispersion across emerging markets. Wei Li, Global Chief Investment Strategist at BlackRock, explains how mega forces — from AI to the energy transition — are creating pockets of resilience. General disclosure: This material is intended for information purposes only, and does not constitute investment advice, a recommendation or an offer or solicitation to purchase or sell any securities, funds or strategies to any person in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The opinions expressed are as of the date of publication and are subject to change without notice. Reliance upon information in this material is at the sole discretion of the reader. Investing involves risks. BlackRock does and may seek to do business…

People in this episode

Guest: Wei Li

Topics covered

  • emerging markets
  • investment strategy
  • economic resilience
  • AI
  • energy transition

Keywords

  • emerging markets
  • investment
  • U.S. dollar
  • AI
  • energy transition
  • supply shocks
  • BlackRock

Mentioned in this episode

Organizations: BlackRock

Places: U.S., Canada, Latin America, Europe, Israel, South Africa, Hong Kong, Singapore, Australia

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