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 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 has pushed Brent crude above $112 a barrel and threatens to reach $150‑$200 if the blockage persists, while also disrupting fertilizer, plastics, and other petro‑chemical flows. Analysts highlight a parallel monetary shift: at least two commercial vessels have already paid transit fees in Chinese yuan, a move confirmed by Lloyd’s List that signals an operational bypass of the SWIFT network. Simultaneously, BRICS nations are amassing record gold reserves—863 tons in 2025 alone—and dumping U.S. Treasury bonds, driving the dollar’s share of global reserves down from 71% in 2000 to about 58% today. This has birthed two distinct oil‑pricing circuits: a traditional dollar‑denominated market for Atlantic‑aligned countries and a rapidly expanding yuan‑based market serving Iran, Russia, Venezuela and other Eurasian partners. The video cites concrete data: Russia sold 14 tons of gold in early 2026 to fund its budget, India settled 60 million barrels of Russian oil via ruble‑yuan conversions, and the IMF confirms the dollar’s reserve decline. It also notes that while gold has surged 42.6% in a year, Bitcoin has fallen 19.5%, yet institutional interest in crypto remains strong, with BlackRock’s IBIT ETF attracting $63.2 billion and the U.S. Treasury holding over 328,000 BTC. The broader implication is a structural weakening of the petrodollar system, exposing the United States to higher debt‑servicing costs and forcing the Federal Reserve into a policy dilemma between inflation control and fiscal solvency. Investors are increasingly turning to gold and decentralized digital assets as hedges against a potential dollar collapse, signaling a possible transition toward a more multipolar financial architecture.
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. ...
The President’s Inbox interview with Mina Al‑Oraibi, editor‑in‑chief of The National, focuses on the fifth week of Iran’s missile and drone barrage against the Gulf, detailing how the United Arab Emirates and neighboring states are coping with unprecedented attacks. Al‑Oraibi notes...
The video argues that the market’s perception of "China risk" is fundamentally mispriced, especially within the U.S. equity universe. While investors loudly warn about political and regulatory dangers in mainland China, the speaker points out that a sizable slice of...
The video examines how the shutdown of the Strait of Hormuz reverberates far beyond oil, highlighting disruptions to helium and fertilizer shipments that underpin critical sectors of the global economy. While oil dominates headlines, roughly a third of the world’s...
The podcast examines how the second Trump administration reshapes India’s foreign policy landscape. Trump’s return has introduced a more transactional, personality‑driven diplomacy, marked by abrupt tariffs, selective engagement with multilateral institutions, and an erratic China strategy that leaves Delhi...
The discussion centers on which countries are gaining the most from the Middle East oil disruption, suggesting that although the United States enjoys resource abundance and a favorable geographic position, China is emerging as the chief winner. Key data points...
The Economist has identified fifteen emerging‑market economies most at risk from the oil‑price shock, ranking them by two metrics: exposure to Gulf‑supplied energy and the fragility of their macro‑economic fundamentals. Although none of these nations are directly involved in...
Daniel Shapiro, a distinguished fellow at the Atlantic Council, warned that President Donald Trump’s objectives and tactics in the escalating Iran‑U.S. standoff remain vague. While Trump publicly paints a hopeful picture of ongoing negotiations, he simultaneously threatens to destroy Iranian...
The video centers on explosive allegations that Beijing is actively providing intelligence to Tehran, enabling Iran to target a U.S. early‑warning aircraft, and on the looming Trump‑Xi summit in Beijing amid heightened tensions. It also highlights the plight of Hong...
The INSEAD Perspectives podcast episode "Tariffs and Turmoil: Negotiating the New World Order" examines how shifting trade policies, geopolitical tensions, and the rapid rise of artificial intelligence are reshaping business strategy across Asia. Host Samir Hassa and Professor Pushandat identify...
The video outlines the network of state and non‑state actors supporting Iran’s confrontation with the United States and Israel, focusing on the so‑called “axis of resistance” that stretches across Iraq, Lebanon and Yemen. Iranian‑backed Shia militias in Iraq are accused of...
Spain’s prime minister warned that a war in Iran would be a "big mistake for the world and therefore for the US," positioning the statement as a direct rebuke of both Israeli and American hawkishness in the region. He framed the...
A missile intercepted by Israel struck a fuel tanker at the Haifa oil refinery, igniting a fire. Firefighters quickly contained the blaze and reported no injuries. Iran confirmed the death of Revolutionary Guards navy commander Alireza Tangsiri, killed in a...
Democracy Pulse examines how rapid demographic shifts reshape global prosperity, contrasting aging high‑income nations with youthful low‑income economies. The episode highlights stark differences in population growth rates, median ages, and worker‑to‑retiree ratios, underscoring the fiscal challenges ahead. Low‑income countries are expanding...
Real Vision’s Macro Mondays episode examines how rising U.S.-Iran tensions are jolting oil markets and rekindling inflation worries. Hosts Andreas Steno Larsen and Mikkel Rosenvold dissect the ripple effects on global growth, central‑bank policy, and risk assets. They argue that...
The conversation centers on Harris Kupperman’s “inflection investing” thesis, arguing that the U.S. market is wildly overvalued as excess savings have inflated prices, while Wall Street remains blind to longer‑term structural shifts. Kupperman explains his top‑down, macro‑driven approach: identify political or...
Protect the Pile Episode 9 opens with a rapid market snapshot from March 27, 2026, highlighting how the ongoing Iran‑Israel conflict has forced the Strait of Hormuz shut, pushing Brent crude above $110 a barrel. The hosts note that the S&P 500 has slipped...
The interview with Josh Lipschitz focuses on why Iran, despite its recent accession to the BRICS, is not a priority for the bloc, especially China, and how the unfolding war in the Strait of Hormuz is shaping the agenda for...
Vietnam Holding reported a strong first‑half performance, with net asset value up 10.8% and its London‑listed shares gaining 12.6%. In an interview, Dynam Capital chairman Craig Martin attributed the gains to a blend of Vietnam’s robust macro environment—driven by modernization,...
Pakistan hosted a gathering of foreign ministers to discuss the ongoing Iran‑Israel war, positioning Islamabad as a potential diplomatic conduit. The DW News interview highlighted Pakistan’s belief that the international community backs its mediating role and that a cease‑fire is...
The Wall Street Journal highlighted a surge of interest in Venezuela after the capture of Nicolas Maduro, prompting Signum Global Advisors founder Charles Myers to lead a two‑day conference in Caracas. The event gathered 55 hedge‑fund and asset‑manager representatives to...
The video outlines how China has secured a decisive advantage in clean‑energy by establishing the world’s first “electro‑state,” a nationwide push to replace fossil‑fuel imports with domestically produced electricity‑based technologies. Over the past decade China’s aggressive rollout has saved tens of...
The segment opened with the Houthis firing ballistic missiles at Israel, marking the group’s first direct involvement in the month‑long Israel‑Iran war and raising alarms about a broader regional escalation. Analysts noted that the attacks could disrupt Red Sea shipping lanes,...
The Global Investors' Symposium 2026 opened with a deep‑dive into China’s freshly launched 15th Five‑Year Plan, which emphasizes original innovation, tax self‑reliance and a vigorous push for domestic consumption. Moderator Deborah Wong assembled a cross‑section of experts—from academia, asset management,...
The video dissects the escalating Iran‑U.S. confrontation, zeroing in on the Strait of Hormuz as the single strategic lever that could choke world trade. Host J Martin and macro analysts Luke Groman and Grant Williams argue that every U.S. administration since World War II...
Prime Minister Lawrence Wong told parliament Singapore is closely monitoring the Middle East conflict, emphasizing that price volatility is the immediate concern for the city‑state’s economy. He warned that a prolonged closure of the Strait of Hormuz would amplify energy...
The video traces Venezuela’s descent from a mid‑20th‑century oil boom to a 2026 political crisis, showing how the nation’s vast petroleum reserves became both a blessing and a curse. It outlines the shift from foreign‑controlled concessions to state‑run PDVSA, the...
The video features Steven Feldman and Joe Cavatoni analyzing why gold prices fell immediately after the Iranian missile strikes, despite an initial surge. They explore the interplay between geopolitics, oil markets, and investor behavior. Their analysis notes that the first reaction...
The United States released a 15‑point peace proposal aimed at ending the Israel‑Iran conflict, while Tehran promptly rejected it as inadequate and demanded the removal of sanctions. Both sides presented diplomatic overtures, yet analysts argue the gaps between the proposals...
Amid escalating tensions after U.S. and Israeli strikes on Iran in late February, Pakistan has stepped forward as an unexpected mediator between Washington and Tehran. Islamabad leverages its relatively cordial ties with both capitals to propose a diplomatic channel for...
The episode centers on Lupin Rahman’s warning that a prolonged closure of the Strait of Hormuz, sparked by the Iran‑Israel conflict, could unleash a stagflationary shock for energy‑importing economies and reshape sovereign‑debt markets. Rahman explains that the dominant risk is no...
The China Connection is a daily one‑hour livestream that dissects China’s economy, technology, policy and business developments. Hosted by veteran journalist Emily Tan from Hong Kong, it airs from 10:00‑11:00 am Singapore/Hong Kong time. The broadcast is geo‑restricted to Europe and India,...
The video examines how the escalating Middle East conflict has rattled the luxury sector, wiping nearly $100 billion off the market capitalizations of LVMH, Hermès, and Richemont within a month. While the region accounts for only about 6% of global luxury...
Dubai’s status as the Middle East’s premier business haven is under scrutiny after Iran’s recent missile strikes on the United Arab Emirates, prompting sensational headlines and a wave of expatriate flight bookings. The video examines whether the city can recover...
Peter Zeihan warns that the ongoing conflict in the Persian Gulf, including the closure of the Strait of Hormuz, is set to trigger a sharp contraction in global aluminum supply. He explains that the region hosts six major primary smelters—Saudi...
The video underscores a push for deeper Indo‑Pacific cooperation, centering on Japan and its regional partners to harness innovation as a pillar of resilience in a shifting multi‑polar world. Speakers advocate a triple‑helix framework—government, industry, academia—to pool resources, noting Japan’s 23‑year...
The video examines why Russia has a vested interest in Viktor Orbán’s upcoming re‑election, tracing the Hungarian premier’s dramatic pivot from outspoken critic of Moscow to a pragmatic partner of Vladimir Putin. After initially condemning Russia’s 2008 invasion of Georgia,...
Venezuelan President Nicolás Maduro appeared in a U.S. federal court as his lawyers sought dismissal of a narco-terrorism indictment, while President Trump said Maduro would get a fair trial but hinted additional charges could follow, framing U.S. action as part...
The interview with 4D Infrastructure CIO Sarah Shaw highlights a $4.5 trillion global infrastructure build‑out projected over the next ten years. Demand is accelerating, powered by the energy transition, artificial‑intelligence‑enabled construction, and rapid population growth. Shaw argues that the greatest threat...
At the MI Global Investors’ Symposium in Hong Kong, senior executives and academics convened to assess the outlook for China’s economy under the newly unveiled five‑year plan. The discussion centered on how the plan’s emphasis on technology and consumer services...
Singapore Prime Minister Lawrence Wong used the Boao Forum platform to call on China to take on a bigger responsibility in fostering regional stability, noting the country’s massive economic weight and growing global influence. He framed the appeal within a...
The video examines Kharg Island’s pivotal role in Iran’s oil export capacity and why it has become a focal point in U.S. strategic calculations amid the ongoing Middle‑East conflict. Located 20 km off Iran’s coast, Kharg handles roughly 90 % of the nation’s...
V. Anantha Nageswaran joins the podcast to reassess India’s growth trajectory, focusing on the evolving role of industrial policy and the financialization of the economy. He contrasts his 2016 Carnegie paper, which warned against state‑led import substitution, with the latest...
G7 foreign ministers gathered near Paris, shifting the agenda from Ukraine to the Middle East as Iran’s recent attacks on the Strait of Hormuz dominate discussions. Iran’s strikes on energy infrastructure have disrupted the vital oil corridor, rattling markets. The ministers...
The FT short highlights Europe’s uneasy position as the United States and Israel engage in a direct conflict with Iran, leaving the continent on the sidelines of a war that unfolds in its own geopolitical backyard. Initially, European capitals were split:...
The Council on Foreign Relations podcast examines the accelerating U.S.-China AI rivalry, noting that U.S. export controls on advanced chips have slowed but not halted China’s progress. Loopholes such as cloud‑based access, smuggling, and third‑party vendors keep Chinese developers within...
Speakers at the Atlantic Council Mina Futures Lab warned that the Iran war is inflicting multi-channel macroeconomic damage on GCC economies through disrupted trade and logistics, higher insurance and rerouting costs, tighter financial conditions, input-price volatility and a hit to...
The Semafor "Next 3 Billion" Nairobi edition convened policymakers, investors and fintech leaders to spotlight Kenya’s evolving financial‑inclusion ecosystem and its broader investment appeal. Hosted alongside the Kenya International Investment Conference, the event underscored the country’s recent accolades – topping...
The video examines how Iran, isolated by decades of U.S. and EU sanctions, has constructed a home‑grown payments infrastructure that mirrors Western systems. Professor Philip Nichols of Wharton outlines the evolution of Iran’s “Shitab” network and its role in sustaining...
