How EMs Are Responding to Trump and Middle East Tensions
Emerging‑market investors are grappling with the dual shock of President Trump’s tariff regime and heightened geopolitical risk in the Middle East, according to Charles Jillings of Utilico Emerging Markets Trust. Since the tariff announcements, EM equity indices have slipped roughly 8%, while commodity‑exporting economies have seen their currencies appreciate 5‑7% against the dollar. The uncertainty has driven a flight to safe‑haven assets, lifting regional bond yields and prompting many central banks to accelerate rate hikes. Jillings warns that prolonged policy volatility could erode growth momentum across the bloc.
Trade Among Geopolitical Rivals: Michele Ruta
The podcast with IMF trade chief Michele Ruta examines how today’s geopolitical rivalries—most notably between the United States and China—are reshaping global trade. Ruta argues that countries should not retreat from commerce but instead broaden and diversify their trade relationships...
New Study Shows Asia Is Embracing Electrification Faster Than Expected
The new "Electric Asia" report argues that the continent is accelerating its shift to electricity, leaving traditional oil‑and‑gas exporters scrambling. While Canada eyes tens of billions in LNG and crude sales to Asia, the study shows Asian nations are...
Why Africa, Why Now: Investing in the World's Next Growth Engine | Global Conference 2026
The Global Conference 2026 panel highlighted Africa as the next global growth engine, debunking common myths about its homogeneity, poverty, and resource dependence. Speakers emphasized a $3 trillion economy today, a projected $5 trillion size by 2030, and a demographic surge to...
Strait of Hormuz: What Does the Blockade Mean for the Economy?
The video examines how the ongoing blockade of the Strait of Hormuz, a chokepoint traditionally associated with oil, threatens a broader swath of commodities and the global economy. Analysts note that helium—critical for semiconductor manufacturing—and roughly one‑third of the world’s fertilizer...
Armenian Election Signals It's Done with Russia || Peter Zeihan
Armenia’s June 8 election delivered a decisive victory for the ruling reformist party, handing it an absolute parliamentary majority as the country faces an acute security and energy squeeze. Long dependent on Russian security guarantees and fuel, Armenia finds Moscow...
Inside the China-Russia Partnership
The Pecking podcast explores the deepening, leader-driven China‑Russia partnership, tracing its normalization from the mid‑1980s to the February 2022 “no limits” declaration and subsequent summits that have intensified strategic alignment after Russia’s invasion of Ukraine. Guest Sasha Gablv, director of...
Why Birth Rates Are Falling Everywhere All at Once | FT
Birth rates have plunged across diverse countries over the past 10–15 years, with more than two‑thirds of nations now below the replacement rate and 66 countries nearer to one child per woman. The recent fall is unusual because it reflects...
OMG! Global Central Banks Just Hit the Panic Button (All at Once)
The video warns that a widening dollar shortage is driving a cascade of currency collapses across Asia, from the rupee to the yen. Governments in India, Indonesia, South Korea and Japan are scrambling to defend their currencies as dollar‑denominated commodity...
Big Wins, Big Downside: How Fidelity Is Avoiding Risk but Still Looking for Winners
The interview with Fidelity’s global equities manager Matt Jones focuses on how the fund navigates volatile markets by prioritizing risk management over big directional bets. He explains that the portfolio maintains a beta close to one, holds roughly 80 diversified...
Is China's Influence in Serbia and Hungary Fading? | DW News
A China-funded 350 km railway linking Serbia and Hungary has fallen short of expectations, opening only to freight after delays, safety problems and a deadly station canopy collapse in Serbia that killed 16 and sparked protests over government transparency. The...
‘Silly’ Policies Are Hurting Indonesian Rupiah and Its Central Bank Alone Cannot Solve It: Analyst
The interview centers on an analyst’s view that Indonesia’s recent “free‑lunch” social programs and lax fiscal discipline are the primary drivers of the rupiah’s depreciation, and that Bank Indonesia’s interventions can only offer temporary relief. He points out that the budget...
Between a War and a Rate Hike: Asia’s Volatile Wednesday
The Business Times podcast highlighted a volatile Wednesday as renewed US‑Iran hostilities sparked a sharp sell‑off in Asian equities and pushed investors to focus on pending US inflation numbers. The MSCI Asia‑Pacific index outside Japan fell about 3%, with Japan’s Nikkei...
Facing China: Japan's Growing Strategic Role in the Indo-Pacific | DW News
DW News examines Japan’s evolving role as a pivotal, trusted middle power in the Indo‑Pacific. While the United States remains Japan’s primary security ally, Tokyo is systematically expanding networks with the Philippines, Australia, India, Vietnam and other regional partners, positioning...
How Do People ACTUALLY Use Stablecoins? We Interview 3 REAL Stories From Emerging Markets
The video showcases three Binance users—Kashi from India, Igor from Brazil, James from Kenya—who explain how they incorporate stablecoins such as USDT and USDC into daily financial routines, highlighting a shift from speculative trading to practical utility in emerging economies. Across...