BlackRock's Vavrek: AI Hardware to Drive EM

Bloomberg Markets•Mon, Sep 21, 2026, 03:44 AM•2 min read

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 Markets](https://www.bloomberg.com/news/videos/2026-09-21/blackrock-s-vavrek-ai-hardware-to-drive-em-video)

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