# Ben Powell, Chief APAC & Middle East Investment Strategist at BlackRock Investment Institute outlines how global shocks and the AI boom are reshaping investing.

*business · news · 2026-05-05 · CNBC TV18*

## Key points

- Ben Powell highlights a simultaneous stagflationary shock and an AI-driven bull market shaping investments.
- Energy still is not flowing through the Strait of Hormuz, posing a key global economic risk.
- Despite global supply shocks, equity markets, including emerging ones, remain near all-time highs.
- Powell sees a structural shift toward selective, active investing, especially at the sector and stock level.
- India may benefit long-term from AI, especially as technology diffuses beyond current early adopters.

**Companies:** BlackRock
**Countries:** India, South Korea, Taiwan

[Read the full story on CNBC TV18](https://www.cnbctv18.com/market/blackrock-ai-bull-run-stagflation-india-strategy-selective-investing-19898703.htm)

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