BlackRock, the world's largest asset management company, is focusing on investment opportunities in the stock markets of Japan, China, and the UK, highlighting the relative attractiveness of the current valuations in these regions.
BlackRock plans to "moderately increase" its holdings in Chinese stocks, citing signs of impending significant fiscal stimulus policies. However, the company remains attentive to China's long-term structural challenges.
The firm maintains a positive outlook on Japanese stocks, driven by improving macroeconomic prospects and ongoing corporate reforms that boost earnings and shareholder returns.
In the UK, BlackRock continues to increase its stock holdings but expresses reduced confidence due to economic stagnation and anticipation of the government's upcoming new budget announcement.
