**[BlackRock Shifts to Overweight Emerging Market Stocks, Betting on AI Resources and Profitability Advantages]** Odaily Planet Daily News – BlackRock has renewed its recommendation to overweight emerging market stocks, betting that access to scarce resources required for the artificial intelligence boom and strong profitability will drive these markets to outperform. In a report released Monday, strategists from the company’s research team, including Wei Li, wrote that South Korea and Taiwan are "at the core" of the semiconductor and memory chip supply chain, while Latin American markets provide exposure to commodities and infrastructure investments essential for AI development. BlackRock anticipates that investment growth in this technology sector will increase the value of these constrained resources and support corporate profits. This move marks a reversal from BlackRock’s stance in June, when the world’s largest asset management firm downgraded emerging market stocks from overweight to neutral, warning that AI concentration and leverage issues (particularly in South Korea) weakened the risk-reward ratio. BlackRock stated that the deleveraging of South Korea’s stock market following a sharp sell-off in July has provided support for the renewed overweight position. (Jin10)