Emerging Markets News and Headlines
Emerging Markets News and Headlines
Emerging Markets Pulse
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Every morning
Weekly
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Ukraine launched a massive drone strike on Russia’s Ust‑Luga Baltic port, igniting storage tanks at Novatek’s oil‑product facilities and forcing a halt to crude loadings of roughly 450,000 barrels per day. Russian defenses intercepted 389 drones, the highest number recorded since March 2025, while nearby Primorsk also faced a 36‑hour outage. The attacks come as Kyiv seeks to curb Kremlin oil revenues and exacerbate global supply concerns amid ongoing Middle East tensions. Brent crude briefly rose above $100 per barrel before easing.
The West Asia war that began on 29 February 2026 has pushed global petrol prices to an average of $1.41 per litre, with the United States seeing a 30.2% jump to $1.13/L. Australia leads the surge at 42% higher, while Sri Lanka’s...
Provisional Committee leader Noah Ichaba says establishing a Nigerian Coast Guard could unlock up to N90 trillion (≈ $196 billion) in annual revenue from oil, gas, fisheries and other maritime activities. The agency would curb piracy, smuggling and illegal fishing while enforcing the...
Nigeria’s equity market posted a record‑breaking N2.4 trillion ($1.73 bn) of stock deals in the first two months of 2026, more than double the same period last year. Domestic investors drove 89% of the activity, while foreign participation rose to just over...
China is projected to overtake the United States as the world’s largest economy within the next decade, according to a University of Hong Kong political science professor. The forecast draws on IMF and World Bank growth trends that show China’s...
The Iran‑Israel war has shut the Strait of Hormuz, driving up Asian LNG prices and prompting Beijing to reconsider its heavy reliance on maritime energy imports. Analysts say the disruption revives interest in the stalled Power of Siberia‑2 pipeline, a...
The Atlantic Council piece critiques recent U.S. rhetoric, especially former President Trump’s aggressive language toward Iran, for offering no tangible solutions to tensions in the Strait of Hormuz. While Tehran threatens to disrupt the roughly $100 billion daily oil flow, Washington’s...
Union Commerce and Industry Minister Piyush Goyal warned that the ongoing global war, while not involving India directly, creates collateral trade difficulties for the country. He highlighted India’s aggressive trade‑diplomacy, noting free‑trade agreements with 38 developed nations that grant preferential...
Taranus Capital, a DFSA‑regulated Dubai firm, says the Gulf Cooperation Council (GCC) has entered a generational investment window for data centres, biotechnology and disruptive technologies. The firm cites sovereign balance sheets, Vision 2030‑style diversification plans and a policy‑driven ecosystem as the...
Indonesia stands at a crossroads as the United States and European allies push to onshore critical‑mineral supply chains, challenging China’s dominance in the archipelago’s mining sector. The recently signed US‑Indonesia Agreement on Reciprocal Trade (ART) could deepen Western ties, but...
China’s Ministry of Commerce declared Mexico’s recent tariff hikes on over 1,400 products – ranging from 5% to 50% – a breach of trade rules, affecting more than $30 billion in Chinese exports. The measures, which also include stricter customs procedures...
China’s state‑owned policy banks extended roughly $1 trillion in sovereign loans to developing nations over the past two decades, primarily financing large infrastructure projects. The loans were market‑rate, short‑term, and often secured by commodity‑export revenues, creating a massive exposure for borrower...
Uganda’s economy expanded 8.5% in the quarter ended December, up from 5.4% a year earlier, driven by strong consumer demand and a construction surge. The $5 billion East African Crude Oil Pipeline is now 80% complete, positioning the country for oil...
France, together with Germany, Italy, Spain, Japan, China, India and other nations, is accelerating recovery from the recent oil shock and inflation as US‑Iran peace talks in Islamabad gain momentum. If the negotiations succeed, they could end the Middle East...
Dare Okoudjou, a Benin‑born telecom engineer, founded MFS Africa—now rebranded as Onafriq—to build the continent’s underlying payments rail. The network interconnects more than 500 million mobile wallets and 200 million bank accounts across 40 African nations, turning a fragmented ecosystem into a...
A recent survey by the Chinese Chamber of Commerce to the EU finds that almost 80% of Chinese companies operating in Europe plan to increase investment, despite citing policy uncertainty. In contrast, only 38% of European firms intend to expand...
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...
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...
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...
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 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...
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...
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...
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...
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...
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...
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...
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...
Invesco’s PXH ETF provides diversified exposure to roughly 350 emerging‑market stocks using a fundamental size weighting. It trades at markedly lower valuation multiples than the benchmark iShares MSCI Emerging Markets ETF (EEM) while delivering a 4 % yield. However, 58 % of...
The Philippine Stock Exchange index edged higher on March 24, gaining 37.02 points (0.63%) to close at 5,936.20, led by mining stocks as gold prices rose, while trading volume slipped to 634 million shares worth roughly $102 million. The rally was sparked by...
Saudi Arabia and Kuwait are pressing ahead with multibillion‑dollar energy transactions despite Iran’s recent attacks on regional oil and gas assets. Kuwait Petroleum aims to raise up to $7 billion by leasing part of its pipeline network, attracting private‑equity and infrastructure...
African policymakers are urged to adopt a "coastal‑first" development strategy, mirroring China’s early focus on seaports and special economic zones. The article argues that concentrating investment in coastal hubs lowers trade costs, attracts foreign direct investment, and creates surplus revenues...
South Korea and Mongolia are working to accelerate a stalled comprehensive economic partnership agreement (CEPA) that would deepen cooperation on critical minerals. Negotiations have been at an impasse since November 2024 over market‑opening concerns and rules of origin. Korean trade officials...
Goldman Sachs trimmed its 2026 Indian growth outlook to 5.9%, down from a pre‑war 7% estimate, citing higher oil prices and prolonged disruption in the Strait of Hormuz. The bank now projects inflation at 4.6% and expects the Reserve Bank...
GAC used the Automorrow 2026‑Egypt International Motor Show to showcase its EMZOOM, EMPOW and GS4 MAX models, aligning its product lineup with Egypt’s rising demand for new‑energy vehicles. The Egyptian NEV market is expanding at a 12.03% compound annual growth rate,...
China’s Belt and Road and the China‑ASEAN FTA have made Southeast Asia its largest trading partner, with roughly $126 bn of Chinese investment over the past decade. Yet the region’s trade deficit with Beijing has swelled to about $140 bn in 2024...
Rising oil prices sparked by the U.S.-Israel conflict with Iran are prompting consumers worldwide to consider electric vehicles as a cost‑effective alternative. Analysts say the price shock could accelerate EV adoption, directly benefiting Chinese automakers who recently overtook Japan as...
IDB Invest is providing up to $14 million senior loan to Empresa Portuaria Austral to expand and modernize ports and ferry ramps in Chile’s Magallanes Region. The funding will upgrade the Arturo Prat and José Santos Mardones terminals, increasing berthing and cargo capacity. Improvements...
Thailand’s baht is projected to weaken further, potentially reaching 33.5 per U.S. dollar this week as geopolitical tensions in the Middle East intensify. The dollar’s safe‑haven appeal and rising U.S. bond yields are bolstering its strength, while regional currencies slide...
Admiral James Stavridis, vice‑chairman of Carlyle, says investors are already mapping out opportunities in a post‑war Iran, citing a roughly two‑thirds chance that negotiations will reopen the Strait of Hormuz and revive oil trade. He likens Iran’s potential reconstruction to South...
Thai authorities are negotiating with the United States to address the 10 % global tariff and a Section 301 investigation that could trigger new duties, while preparing a written response by mid‑April. The U.S. tariff expires in July, intensifying the urgency of...
Prime Minister Narendra Modi told Parliament that India is actively negotiating with global partners to guarantee safe passage for vessels carrying oil, gas, fertilizers and other essential commodities through the Strait of Hormuz. The government is expanding its strategic petroleum...
Moody’s Analytics lowered its Philippine GDP outlook to 4.9% for 2026 and 5.2% for 2027, revising down from 5.1% and 5.4% respectively, while keeping the 2028 forecast at 5.3%. The new projections fall short of the government’s 5‑6% target for...
A newly released playbook titled "Economics for the Real World" argues that traditional macro models must be replaced with data‑driven, policy‑focused frameworks. The authors illustrate the approach with case studies, notably India’s recent economic surge, where GDP grew roughly 8%...
China’s State Council released a December white paper outlining an expanded partnership with Latin America, moving beyond traditional trade in natural resources to strategic sectors such as AI, digital tech, renewable energy, and defense. The document builds on earlier 2008...
Electricity consumption in the Democratic Republic of the Congo jumped 18.2% in 2024, outpacing a 0.4% dip in generation caused by a technical shutdown at the Inga II hydropower plant. The surge reflects expanding industrial activity, especially in the Maluku Special...
