Know What's Happening in Emerging Markets
Know What's Happening in Emerging Markets
Emerging Markets Pulse
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
Global funds withdraw $18.84 bn from Indian equities, pushing Nifty down 8%
In just over three months, foreign investors pulled $18.84 bn from Indian stocks, setting a new outflow record and dragging the Nifty 50 lower by 8%. The sell‑off erased roughly $600 bn of market value, while domestic investors added $31 bn this year.
Also developing:
By the numbers: Madica invests $600K in three African startups
China has signaled that it needs the Iran‑Israel conflict to end, as its economy depends on oil and commodities flowing through the Strait of Hormuz. President Xi Jinping’s administration is quietly working to defuse the war to safeguard trade routes. Beijing and Pakistan released a Gulf security initiative on March 31, urging freedom of navigation in the strait and proposing the start of peace talks. The proposal was reportedly discussed with Xi by U.S. diplomats during the Trump administration, highlighting a rare convergence of interests. The initiative sets the stage for peace negotiations slated to begin Friday in Islamabad. If the talks progress, China’s diplomatic backing could become an invisible catalyst, shaping outcomes without overt publicity. China’s behind‑the‑scenes involvement could reshape regional dynamics, limit disruptions to global energy markets, and challenge U.S. influence in Middle‑East conflict resolution.
https://t.co/BrBdceeoER Interesting take by Bloomberg: A US destroyer was seen moving from Fujairah toward the waterway, Iran’s semi-official Fars news agency said separately. Iran’s armed forces monitored it and conveyed this to the US via Pakistani mediators, the news agency said. The US vessel...
China added 1,514 GW of power capacity in 4 years. The US added just 161 GW. ENERGY CAPACITY = GEOPOLITICAL POWER. https://t.co/mIUmWJOAqL
The United States and Iran have convened in Islamabad for a series of indirect negotiations, marking the first high‑level engagement between the adversaries on Pakistani soil. The talks follow the shuttle‑diplomacy model used in Geneva and Oman, where third‑party envoys relay...
Big Pharma Is Turning to China for the Newest Drug Ideas—China’s biotechs are faster and have lower costs, and its drug research threatens to soon overtake the West’s @Loftus https://t.co/YszgDfNlwc https://t.co/YszgDfNlwc
Kevin Muir examines how China’s aggressive market entry strategy erodes profitability across sectors, referencing President Xi’s recent admonition to stop “driving profits to zero.” He explains that Chinese firms, backed by state policy, prioritize employment and market share over margins, often...
MercadoLibre increased its Brazilian fulfillment network from 10 to 21 centers, a move tied to a roughly $4.6 bn logistics investment. The expansion helped lift fourth‑quarter 2025 GMV 36.8% year‑over‑year and cut unit shipping costs by 500 basis points, while sharpening...
World Bank President Ajay Banga warned that the Iran‑Israel war could cut global GDP growth by as much as one percentage point and lift inflation in emerging economies to as high as 6.7%. The bank’s latest forecasts now see growth...
China's mainland and Hong Kong stock markets rose after Reuters reported data indicating that a stretch of industrial deflation may be winding down. The rally reflects renewed optimism that weaker factory output and price declines are abating, offering a new...
Santander now holds a R$3.8 billion (≈$760 million) microcredit portfolio serving 1.2 million borrowers, while Caixa plans to disburse R$3 billion (≈$600 million) in 2026. A 2021 regulatory shift that created independent credit agents and eased quota rules is fueling a rapid expansion of the...
India’s trade with West Asia totals $220 billion in FY 25, but imports—especially energy—far outpace exports, creating a sizable deficit. Ongoing tensions in the region have already lifted logistics costs and inflation, with the report estimating that each $10 per barrel rise...
Global funds have withdrawn $18.84 bn from Indian equities in just over three months, breaking the previous record set in 2025. The outflows are driven by an energy shock from the US‑Iran war and a perception that AI‑linked economies offer stronger...
U.S. Navy intelligence says China is shifting its submarine force from diesel‑electric to predominantly nuclear, targeting about 80 subs by 2035 with roughly half nuclear‑powered. The transition is already underway, with production rates now outpacing the United States and new...
Hyundai Motor Company launched its all‑electric IONIQ brand in China, unveiling the VENUS sedan and EARTH SUV concepts at a Beijing event ahead of Auto China 2026. The move signals a focused push into the world's largest luxury car market...
Roku is accelerating its international expansion by deploying advertising platforms and premium subscriptions in markets such as Brazil, Mexico and Canada. The company aims to lift average revenue per user (ARPU) as its global streaming household base is projected to...
Australia’s most prominent hedge funds have logged double‑digit percentage drops over the past three months, underperforming benchmarks since the start of the year. The losses are tied to heightened volatility from the Iran‑Israel conflict and rapid, AI‑driven market swings that...
Moody's Investors Service maintained Ghana's sovereign rating at Caa1 while revising the outlook from stable to positive. The agency highlighted lower domestic financing costs but warned that exchange‑rate swings and commodity‑price volatility remain key risks for the cedi and debt...
Taiwan’s Kuomintang chair Cheng Li-wun met Chinese President Xi Jinping in Beijing – the first such encounter in over a decade – as the island’s $40 billion special defense budget stalls and a $14 billion U.S. arms package hangs in limbo. The...
