Know What's Happening in Emerging Markets
Know What's Happening in Emerging Markets
Taiwan Secures New LNG Supply Commitments Amid Middle‑East Tensions
Taiwan’s economy minister said a major LNG‑producing country has pledged to meet the island’s natural‑gas needs and will provide extra cargoes on request. The agreement with the United States adds a delivery of 1.2 million tonnes of LNG each year, diversifying Taiwan’s import mix as the Iran war threatens Middle‑East supplies.
The First International BRICS Countries Hackathon GO‑BRICS Synthesis brought together 15,000 young scientists and engineers from Russia and India to address energy‑security challenges amid a global crisis. Organized under the BRICS International Forum and the GO‑BRICS Business Forum, the event generated thousands of ready‑to‑implement solutions, complete with economic models, within a 72‑hour sprint. Participation surged to over 50,000 interested specialists, marking an unprecedented scale for BRICS collaboration. The hackathon’s decentralized, "swarm intelligence" format is being positioned as a new tool for industry and state corporations seeking rapid, cost‑effective innovation.
Greek central banker Yannis Stournaras reflected on a decade after Greece’s debt crisis, highlighting how fiscal consolidation, debt restructuring and deep structural reforms restored macro‑economic stability and turned a primary deficit into a surplus. He noted that the banking sector’s...
The Middle East and North Africa (MENA) is the world’s most water‑stressed region, yet it aims to become a global AI hub. Analysts forecast GCC hyperscale datacenters could consume 426 billion litres of water annually by 2030, dwarfing the already limited...
Finance is emerging as the core instrument of modern economic statecraft, linking public priorities with private capital to shape critical sectors such as defense, infrastructure, manufacturing, and AI. The generative‑AI boom highlights how massive, capital‑intensive projects—like a one‑gigawatt data center...
Oil prices plunged about 5% on Wednesday as optimism grew that a US‑Iran cease‑fire could be negotiated, pushing Brent crude below $100 per barrel and WTI to $88.31. The decline follows a recent peak near $119, but ongoing strikes and...
Trump Iran talks revived Strait of Hormuz oil flow fears and pushed global energy prices higher. https://www.metalnomist.com/2026/03/trump-iran-talks-put-strait-of-hormuz.html
Saudi oil exports from its Western ports on the Red Sea represented the most immediate and largest mitigation of the Hormuz crisis. Logically, any oil transported via pipelines from east to west and loaded at the Red Sea ports must be...
Vietnam and Russia announced a partnership to build a nuclear power plant, yet the agreement’s financial size, capacity and schedule were not disclosed in the available reports. The deal highlights both countries’ interest in expanding low‑carbon energy amid rising climate‑tech...
And Trump just explained why there’s virtually no commercial shipping through the Strait of Hormuz right now. The Lincoln is ~600 miles off Iran’s coast. That gives it several minutes of warning time, plus an entire air wing, three destroyers, a...
#IndiaWatch 🇮🇳: As the Iranian war drags on, India takes an economic hit. Eighty percent of Indian gas imports, forty percent of Indian oil imports, and forty percent of India’s remittances depend on the Gulf. MODI SHOULD SEND TRUMP AND NETANYAHU A...
The Taliban released American linguist Dennis Coyle in Kabul on Eid al‑Fitr, ending a 15‑month detention. U.S. officials welcomed the move but warned that dozens of other Americans remain held, keeping bilateral tensions high.
This is why there is so much focus on gas demand destruction 👇 Importers (particularly those in emerging Asia) will need to take less LNG to free-up more for Europe and other richer nations the longer Hormuz/Qatar is shut
Gas prices in China jumped 20% since the war in Iran began. This is big. It affects 300 million drivers. CHAIRMAN XI SHOULD SEND A BILL FOR DAMAGES TO TRUMP & NETANYAHU. https://t.co/5AEwfc2iWb
Fresh projections put Africa’s economy on a 4.3% expansion path in 2026, with East Africa hitting 5.8%, outpacing most developed markets. The surge is being throttled by chronic power‑infrastructure deficits that cost the continent billions each year.
1/5 This new paper by the Fed concludes that China's export success stems from weak domestic demand "rooted in structural features of China's economy and financial system—particularly those that constrain household consumption." https://t.co/jplDeN5d6g
US weighing deployment of a combat brigade to take Kharg, repair airfields Supply lines would follow That’s a blueprint for escalation into Iran’s oil heart MARKETS AREN’T READY FOR THAT OUTCOME #IranWar #Oil #Hormuz #Geopolitics #EnergyMarkets https://t.co/ekbkXerzjV
The Boao Forum for Asia released a report projecting a 4.5% expansion of the Asian economy in 2026, keeping the continent as the world’s primary growth engine. The outlook, unveiled at the annual Hainan summit, is expected to steer investment...
HSBC's flash PMI shows India's private sector output index fell to 56.5 in March, the lowest level since October 2022. The slowdown is tied to the Middle East war, rising input costs and weaker domestic demand, raising concerns for investors...
UBS chief strategist Bhanu Baweja warns that the escalating Middle East conflict could generate an oil supply shock far larger than the Russia‑Ukraine war, a risk markets are currently under‑estimating. He argues investors are applying a short‑shock mindset, overlooking the...
Vietnam and India are scaling strategic cooperation in electronics and information technology, highlighted at a New Delhi business forum. The two governments and industry leaders discussed joint opportunities in semiconductors, artificial intelligence, digital infrastructure and advanced manufacturing. By linking Vietnam’s...
Thailand will tighten controls on nominee shareholders starting April 1, requiring managing partners or authorized directors to certify that all shareholders have genuinely invested their own funds. The new Order 1/2026 expands registration rules, forwarding high‑risk individuals to the Central Investigation Bureau...
So Trump admin is [rightly] panicking about the Strait of Hormuz so they’re going to try to get Iran to agree to a 1-month ceasefire to negotiate during which I’m sure Trump wants the Strait open Iran’s main leverage is the...
You know what I would tell people on the street? To keep calm and remain optimistic. You have to keep in mind that EVERY NATION has stake in the game, whether it’s the Middle East, the US, China, Japan, it...
Iran is testing a selective passage strategy in the Strait of Hormuz, allowing only certain vessels to transit the waterway. Analysts describe the approach as a calibrated tactic that balances political leverage with economic self‑preservation. By targeting specific ships, Tehran...
The Middle East is on a KNIFE'S EDGE 🔪 Ceasefire talks. Marines steaming toward Hormuz. Saudis sharpening their knives. Oil dumping on every headline 🛢️💥 Markets are an absolute WARZONE right now But here's the cold hard truth... CHAOS = EDGE for those who...
The Asian Development Bank announced a rapid assistance package for its developing member countries to cushion the economic fallout from the Middle East conflict. The plan combines fast‑disbursing budget support through its Counter‑cyclical Support Facility and a Trade and Supply...
EM rallying while the dollar firms is a tough combo to sustain. If it breaks, it breaks fast. Where does the pressure show up first when this snaps? em
In a 3EDGE Week in Review video, Chief Investment Strategist Fritz Folts and CEO/CIO Steve Cucchiaro examine the geopolitical risks of a potential closure of the Strait of Hormuz. They outline the waterway’s strategic role in global oil transport and...
Climate Fund Managers (CFM) has entered a partnership with the Climate Bonds Initiative (CBI) to create a dedicated platform for emerging‑market climate bonds, aiming to raise between $2.8 billion and $4 billion. The move signals a major infusion of fixed‑income capital into...
Apple CEO Tim Cook’s recent trip to China, highlighted by a flagship store opening and remarks at the China Development Forum, underscores Apple’s heavy reliance on iPhone sales in the mainland, which are up 23% in 2026 despite a shrinking...
Crown Prince Mohammed bin Salman has been urging President Trump to keep the United States engaged in a military campaign against Iran, describing the conflict as a historic opportunity to reshape the Middle East. In recent calls, MBS argued that...
China is rapidly expanding its upstream hydraulic infrastructure on the Yarlung Tsangpo, highlighted by the 60 GW Great Bend project, while withholding hydrological data from India. New Delhi has responded not with multilateral diplomacy but with a “dam‑for‑dam” strategy, exemplified by the 20,000 MW...
Macro: ZAR down 1.7% as a firm USD pressures EM FX. Key: stronger dollar despite improved SA leading indicator. Risk: Iran headlines could spike oil and force risk-off. Trade: short ZAR/USD on USD momentum 📉 — Viktor Kopylov, PhD, CFA More...
Swiss drugmaker Novartis announced a $480 million investment to expand its manufacturing and R&D footprint in China. The plan allocates about $218 million to upgrade its Beijing Changping facility, which can produce up to 3 billion tablets annually, and $262 million to expand its...
I talked to @kairyssdal on @Marketplace yesterday about the latest developments in oil and what to make of the latest switcheroo in the conflict with Iran. I don't think this conflict is over by a long shot, so I doubt...
With the Persian Gulf effectively offline, losing Russian oil would be devastating to the global markets. Drone warfare continues to evolve and reshape the way these conflicts unfold, especially when targeting energy infrastructure. #crude #russiaukrainewar #geopolitics https://t.co/L5OoXtN7DJ
Central Asian states are mobilising substantial resources to become a new fertilizer hub, with Kazakhstan targeting 6 million tonnes of potash by 2028, Uzbekistan scaling green ammonia, and Turkmenistan expanding phosphate output. The region’s existing gas‑chemical complexes, such as KazAzot and...
Russia is earning the most from its oil exports since the 2022 Ukraine invasion. https://t.co/71t01Q9mI9 Meanwhile some carmakers are considering buying aluminum from Russia. “We don’t really want to take supplies from Russia but we have no choice” https://t.co/fzAXIO4N0x
Update: 10y UST yields (blue, RS1) USDJPY*oil (red, LS) USDCNY*oil (green, RS2) Hormuz is still closed; China still has several years of oil inventories; 10y UST yields are ~20-30 bps from triggering a US & global debt spiral. What happens first? Let's watch. https://t.co/ixdOHnatCg
The newly renamed Critical Minerals Financing Corporation (CMFC) Plc, led by veteran Lamon Rutten, announced its strategy to fund the entire minerals value chain in Nigeria, from exploration to downstream trading. Rutten says the company will use secured, asset‑backed financing...
Factoring in Iran’s “transit” fee. And what it does to the price of oil, LNG, and anything else moving thru the Strait.
Dr. Anas Alhajji argues that the U.S. is a major winner from the Hormuz crisis, aligning with the November 2025 National Security Strategy that ties AI dominance to cheap, abundant energy. By disrupting the Strait of Hormuz, oil and gas...
The World Trade Organization’s 14th Ministerial Conference in Yaoundé, Cameroon, is poised to adopt the Investment Facilitation for Development Agreement (IFDA) into its rulebook. IFDA seeks to streamline investment processes and improve access to capital for developing economies. The move...
Citadel on Flows: - ETFs have accounted for ~35% of trading volume over the past three weeks, peaking at 47%, and setting a record streak above 35%. - This reflects active shorting via ETFs to reduce net exposure. - Levered end-of-day flows remain...
German Economy Minister Katherina Reiche is pushing gas companies to diversify beyond the US 🇩🇪 🚢 Reiche said Germany is also pursuing agreements with Angola, Mexico, Canada and other suppliers worldwide https://t.co/YsSeBtLmvB https://t.co/RPngivFPz4
President Trump instructed the Pentagon to suspend planned strikes on Iranian power and energy facilities for five days, citing ongoing diplomatic contacts. Iran publicly rejected the notion of negotiations and warned it would continue mining operations in the Gulf of...
From Indian films to Italian wine, Trump’s Iran war ripples through the world economy https://t.co/nN8qmnNvwV via @Swatisays @LouKCurtis @mniquette https://t.co/oUjyH8kZ9O
African leaders are using the WTO’s 14th Ministerial Conference in Yaoundé to demand fairer trade rules, focusing on agriculture, e‑commerce and green industrialisation. They aim to curb subsidised imports, boost digital trade infrastructure and secure flexible carbon‑pricing mechanisms. The conference...
Nigeria’s Dangote Petroleum Refinery has dispatched 12 petroleum‑product cargoes to five African markets, positioning itself as a regional alternative amid soaring Middle East oil prices and supply shocks. The move comes as Nigeria grapples with domestic fuel price spikes and...
President Donald Trump announced a postponement of planned strikes on Iranian energy facilities, prompting a roughly 9% drop in crude prices. The de‑escalation sparked a relief rally on Wall Street, with the Dow Jones up 1.44% and the S&P 500...
