BlackRock’s Global Outlook 2026 | Ben Powell
Автор: JioBlackRock Mutual Fund
Загружено: 2025-12-22
Просмотров: 6672
Описание:
Join Ben Powell, Chief Investment Strategist for Asia and the Middle East at BlackRock Investment Institute, shares his perspective on Global market trends, India’s growth story, and the impact of mega forces like AI and geopolitics.
Key Discussion Points:
00:00 Introduction
01:21 Introduction to BlackRock Investment Institute (BII)
07:14 India’s Capital Market Assumptions:
10:58 Diversification Mirage
16:08 India and the AI Theme
23:21 Economic Growth
25:33 Tokenization and Stablecoins
28:08 Geopolitical Risk Dashboard
35:50 The Case for Gold
37:42 Domestic vs. Foreign Flows in India
42:38 2026 Overweight
43:35 2026 Underweight
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