BlackRock's Vavrek: AI Hardware to Drive EM
Egon Vavrek, Head of Emerging Markets at BlackRock, says AI hardware and the "picks-and-shovels" players serving hyperscalers will carry emerging markets forward. He spoke on the sidelines of the BofA APAC Conference in Hong Kong. (Source: Bloomberg)
We haven't written up this one. Bloomberg has the full story — the link below goes straight to it.