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EMERGING MARKETS PULSE

Monday, April 6, 2026

Market Intelligence for Emerging Markets Professionals

🎯 Today's Emerging Markets PulseUpdated 1h ago

Dollar dominance endures as Global South faces policy shock risk

The U.S. dollar’s share of global foreign reserves has been gradually declining since its 2001 peak, yet it remains the dominant reserve currency for the foreseeable future. Countries in the Global South cannot simply wait for a shift; they must actively reduce dollar reliance to protect themselves from U.S. policy shocks.

Also developing:

⭐ Big Story of the Day

America’s Currency Is the Global South’s Problem

The article argues that although the U.S. dollar’s share of global foreign reserves has been slipping since its 2001 peak, the decline is incremental, ensuring the greenback’s dominance for the foreseeable future. Nations in the Global South cannot simply wait for a shift; they must proactively reduce dollar reliance to shield themselves from U.S. policy shocks. By adopting coordinated strategies, these economies can build a more resilient financial architecture. The piece warns that without decisive action, the status quo will perpetuate systemic risks for emerging markets.

Source: Project Syndicate — Economics

🚀 Top Emerging Markets Headlines

BBL Recommends Thai Businesses Mull Expansion to India

Bangkok Bank (BBL) is encouraging Thai businesses to expand into India to reduce their reliance on the US market amid rising geopolitical risk and escalating global trade tensions.

Bangkok Post – Investment (subset within Business)

ER Group Opens Nairobi Office to Expand East African Investments and Partnerships

Mauritian business conglomerate ER Group has established a regional office in Nairobi, Kenya, as part of its strategy to increase investment and partnerships across East Africa. The move follows the creation of a regional fund with equity partners to support expansion in the region. The group, formed in 2025 through the merger of Mauritian companies […] The post ER Group Opens Nairobi Office to Expand East African Investments and Partnerships appeared first on PaySpace Magazine.

PaySpace Magazine

India Turns to Iran for Oil and Gas After 7-Year Hiatus, Signaling Limits to U.S. Tilt

India has resumed oil and gas imports from Iran after seven years, in a bid to rebalance its ties with Tehran and secure supplies through the Strait of Hormuz.

CNBC – US Top News & Analysis

Iran Claims to Have Hit an MSC Container Ship in the Mideast

The Maritime Executive

Andrew Tilton on China’s Growth Prospects, Economic Trajectory in Wake of Iran War

Andrew Tilton, chief Asia-Pacific economist at Goldman Sachs, speaks to the South China Morning Post about the long-term future of China’s economy after the “two sessions” in Beijing and ahead of an expected Xi-Trump summit – all during an oil crisis sparked by the US-Israel war against Iran. For other interviews in the Open Questions series, click here. What impact will the oil shock arising from the Iran war have on the growth of Asian economies this year? Asia is greatly affected by the war...

South China Morning Post – Global Economy

💬 Top Emerging Markets Social Posts

Tweet by @Rwang0

MyPOV: the middle east to the rescue. Gulf Funds Near Deal to Back Paramount’s $81 Billion Takeover of Warner https://t.co/hTIMzrGhf5

by R “Ray” Wang•

📈 Emerging Markets Stock Movers

🟢 Top Weekly Gainers

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EMERGING MARKETS PULSE

Monday, April 6, 2026

Market Intelligence for Emerging Markets Professionals

🎯 Today's Emerging Markets PulseUpdated 1h ago

Dollar dominance endures as Global South faces policy shock risk

The U.S. dollar’s share of global foreign reserves has been gradually declining since its 2001 peak, yet it remains the dominant reserve currency for the foreseeable future. Countries in the Global South cannot simply wait for a shift; they must actively reduce dollar reliance to protect themselves from U.S. policy shocks.

Also developing:

⭐ Big Story of the Day

America’s Currency Is the Global South’s Problem

The article argues that although the U.S. dollar’s share of global foreign reserves has been slipping since its 2001 peak, the decline is incremental, ensuring the greenback’s dominance for the foreseeable future. Nations in the Global South cannot simply wait for a shift; they must proactively reduce dollar reliance to shield themselves from U.S. policy shocks. By adopting coordinated strategies, these economies can build a more resilient financial architecture. The piece warns that without decisive action, the status quo will perpetuate systemic risks for emerging markets.

Source: Project Syndicate — Economics

🚀 Top Emerging Markets Headlines

BBL Recommends Thai Businesses Mull Expansion to India

Bangkok Bank (BBL) is encouraging Thai businesses to expand into India to reduce their reliance on the US market amid rising geopolitical risk and escalating global trade tensions.

Bangkok Post – Investment (subset within Business)

ER Group Opens Nairobi Office to Expand East African Investments and Partnerships

Mauritian business conglomerate ER Group has established a regional office in Nairobi, Kenya, as part of its strategy to increase investment and partnerships across East Africa. The move follows the creation of a regional fund with equity partners to support expansion in the region. The group, formed in 2025 through the merger of Mauritian companies […] The post ER Group Opens Nairobi Office to Expand East African Investments and Partnerships appeared first on PaySpace Magazine.

PaySpace Magazine

India Turns to Iran for Oil and Gas After 7-Year Hiatus, Signaling Limits to U.S. Tilt

India has resumed oil and gas imports from Iran after seven years, in a bid to rebalance its ties with Tehran and secure supplies through the Strait of Hormuz.

CNBC – US Top News & Analysis

Iran Claims to Have Hit an MSC Container Ship in the Mideast

The Maritime Executive

Andrew Tilton on China’s Growth Prospects, Economic Trajectory in Wake of Iran War

Andrew Tilton, chief Asia-Pacific economist at Goldman Sachs, speaks to the South China Morning Post about the long-term future of China’s economy after the “two sessions” in Beijing and ahead of an expected Xi-Trump summit – all during an oil crisis sparked by the US-Israel war against Iran. For other interviews in the Open Questions series, click here. What impact will the oil shock arising from the Iran war have on the growth of Asian economies this year? Asia is greatly affected by the war...

South China Morning Post – Global Economy