Emerging Markets Videos
Emerging Markets Videos
Emerging Markets Pulse
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
The BBC report focuses on the Strait of Hormuz, a narrow maritime corridor now described as the "edge of a battlefield" amid escalating regional conflict. Once a bustling conduit for roughly 20% of the world’s oil and liquefied natural gas, the waterway has been transformed into a strategic chokepoint as Iran tightens its grip. Since hostilities began, Iran has slashed daily transits from about 130 vessels to merely five or six ships, effectively weaponising the strait. The reduction not only curtails the flow of energy commodities but also inflicts economic pain on Oman, the broader Gulf economies, and global markets that depend on uninterrupted supply. The report quotes on‑site observers noting the stark contrast between the calm surface and the underlying tension, calling the strait Iran’s "most powerful weapon" and highlighting the logistical nightmare any American or international force would face in attempting to seize control. The narrative underscores Tehran’s aim to leverage this pressure to force a diplomatic settlement with the United States. The implications are far‑reaching: tighter supply constraints could push oil and gas prices higher, strain global energy security, and compel policymakers in Washington to reassess their approach to the region. For investors and businesses, the strait’s volatility signals heightened risk across energy‑linked assets and supply‑chain planning.
The video reports a dramatic rebound of the Iranian rial against the Pakistani rupee, with the currency appreciating roughly four‑fold in the open market this week. The rally coincides with shifting expectations about the ongoing West Asian conflict and its...
The Atlantic Council panel examined how Central Asian states are deepening regional integration amid a backdrop of relative stability. Speakers from Uzbekistan, Kazakhstan, Azerbaijan, Kyrgyzstan and a U.S. expert discussed initiatives ranging from trust‑building and security coordination to infrastructure projects...
Fareed Zakaria argues that India has moved from being a peripheral player to a central actor on the world stage, driven by its rise to the third‑largest economy and its demographic heft. The interview highlights India’s rapid economic expansion, growing technological...
The Economist panel discusses how the unfolding conflict in Iran reshapes strategic calculations for Taiwan, focusing on the United States’ capacity and willingness to intervene in a cross‑strait crisis. Participants argue that Beijing does not expect Washington to launch a...
The Gulf region’s economies are confronting a multi‑front crisis as the ongoing Gulf war disrupts oil exports, inflates fiscal deficits, and intensifies water scarcity. Scenario analyses show potential GDP contractions of up to 6% in Saudi Arabia and a 40%...
The Economist interview examines how Beijing interprets Donald Trump’s escalating conflict with Iran, framing it as both a risk and a strategic opening. Chinese officials describe themselves as “connoisseurs of power,” constantly seeking new chokeholds after leveraging rare‑earth supply chains. They...
Asia's oil‑supply shock stems from its heavy reliance on Middle‑Eastern crude, about 60 % of regional imports, and the recent suggestion by former President Donald Trump to buy U.S. oil. The video explains why a swift shift is impractical. Asian refiners face...
The video reports that Iran has launched a new wave of missile strikes against Israel and several Gulf states in direct retaliation to President Donald Trump's recent “Stone Age” warning and his promise to conclude Operation Epic Fury within weeks. Trump announced a...
The Economist panel debates whether China will emerge as the real winner of the Iran war, examining Beijing’s strategic obsession with "chokeholds" – from rare‑earth dominance to prospective control of pharmaceutical precursors – and how the conflict reshapes global power...
CNBC’s Dan Murphy hosted the Access Middle East livestream on April 2, 2026, focusing on the region’s massive investment flows and its evolving role as a global energy hub. The program examined how sovereign wealth funds and private capital from...
The interview centers on Argenta Silver’s El Var project in Argentina’s Salta province, highlighting the country’s evolving geopolitical landscape and the company’s strategy to capitalize on a burgeoning silver bull market. Key points include Salta’s unique judicial mining court that provides...
The video argues that China’s rapid electrification of transport and industry is driven primarily by strategic energy‑security concerns rather than environmental ambition. Beijing has built massive renewable‑plus‑coal generation hubs in Inner Mongolia and the Jing region, coupling 5‑6 GW of solar, 2 GW...
The video examines how the February 2026 war in the Middle East has effectively shut down the Strait of Hormuz, cutting 90‑95% of vessel traffic and removing roughly 21 million barrels of oil per day from global supply. The resulting supply shock...
The Council on Foreign Relations webinar featured MIT scholar Dr. Mihaela Papa discussing the evolution of BRICS from a loose negotiation platform in 2009 to a hybrid organization that now counts ten full members and a growing roster of partners. ...
