What’s Happening in EM: Political Risk Roils Markets (Podcast)

A fresh wave of political risk is rippling across emerging markets, raising volatility across financial assets and prompting investors to reposition defensively. The article indicates renewed jitters rather than a single catalyst, with the impact likely concentrated in EM currencies and credit rather than broad market-wide disruption.

Analysis

A fresh wave of political risk is rippling across emerging markets, raising volatility across financial assets and prompting investors to reposition defensively. The article indicates renewed jitters rather than a single catalyst, with the impact likely concentrated in EM currencies and credit rather than broad market-wide disruption.