Emerging Markets Videos
Emerging Markets Videos
Emerging Markets Pulse
EMAIL DIGESTS
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Every morning
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EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
In a recent CSIS video, analysts Jon Alterman and Ryan Berg note that most Latin American publics support the removal of Venezuela’s President Nicolás Maduro, while Gulf Arab states remain skeptical that the Iranian threat will vanish under any Venezuelan regime. The discussion highlights how regional “neighborhoods” influence security calculations, with Latin America and the Gulf viewing the crisis through different lenses. The experts argue that understanding these divergent perspectives is essential for crafting coherent U.S. and allied policies in the Western Hemisphere and the Middle East.
US forces struck Iranian vessels near the Strait of Hormuz on March 11, 2026, reviving fears over the security of a critical oil transit corridor. The engagement sent crude prices higher as traders priced in potential supply disruptions. Simultaneously, the...
Companies cannot afford to ignore China, as the nation sets the competitive arena for global markets. The speaker argues that winners and losers in worldwide competition will be decided in the Chinese marketplace, making a foothold there essential for any...
The Iran war has driven Brent crude to nearly $120 a barrel, briefly retreating below $100 after President Trump signaled a swift resolution. The conflict has effectively shut the Strait of Hormuz, spiking prices for LNG, fertilizer, jet fuel and...
On March 10, 2026, heightened expectations of a broader Middle East conflict jolted global markets. U.S. officials’ comments briefly lifted equity indices, but Iran’s defiant stance quickly erased those gains. Crude oil prices plunged as supply‑risk premiums evaporated, while gold...
Peter Zeihan examines why Iceland and Norway, long‑standing NATO allies, are now debating EU accession. The conversation was sparked by the United States’ aggressive push for Arctic dominance—exemplified by Trump’s demand for Greenland’s strategic ports and resources—leaving the two Nordic...
China faces a demographic crisis as marriage and birth rates plunge, prompting a surge in single‑person households that now account for roughly one in five homes. The trend threatens the country’s labor pool and social‑welfare finances, especially as the...
The Financial Times short explains that China’s birth tally fell to just under eight million last year – roughly half the pre‑pandemic level – marking the lowest figure since the nation began keeping records in 1949. Demographers warn this plunge...
The video argues that Iran is the final piece in a strategic sequence that pressures the U.S. adversary in the broader tech and geopolitical competition—China. It cites former NATO Supreme Allied Commander Gen. Wesley Clark’s recounting of a Pentagon memo...
The Financial Times short examines how the U.S. Congress fits into the escalating conflict with Iran and what legislative tools are available to check the president’s military actions. Under the Constitution, only Congress can declare war, and statutes require presidential request...
Chinese Foreign Minister Wang Yi used the March 8 press conference at the annual “two sessions” to outline Beijing’s foreign‑policy priorities. He framed the China‑US relationship as a managed strategic competition, noting recent high‑level dialogues that have cooled tensions. Wang...
Peter Zeihan’s briefing from Miami marks day seven of the Iran‑U.S. conflict, noting a dramatic drop in Iranian ballistic missile launches while highlighting a growing drone‑centric threat. He explains that U.S. forces have curbed missile fire by roughly 86%, but...
The GZERO World podcast examined the fallout from the Supreme Court’s February decision that President Trump lacked authority to impose tariffs under a declared national emergency. With that avenue closed, the administration invoked the obscure Section 122 of the 1974 Trade...
The video features a conversation with Bidemi Oke, CEO of Flash Change, about how his company is scaling digital-asset services and driving fintech innovation across Africa. Oke explains that Flash Change launched in 2022 with gift-card trading, a deliberate low-risk entry...
Every year, up to $100 billion intended for families, communities and emerging markets never reaches its destination. The President’s Innovation Challenge 2025 finalist, Cura, a platform founded by Stephanie Joseph, aims to close that gap by leveraging artificial intelligence and blockchain...
Peter Zeihan reports that Panama’s courts voided the Chinese‑backed concession for several canal ports, and the Panamanian government transferred operational control to the Danish firm Marisque. The move ends a years‑long Chinese infrastructure push that many in Washington viewed as...
The Atlantic Council panel examined Syria’s path toward economic reintegration, emphasizing how renewed U.S.–Turkey cooperation could shape the country’s reconstruction. Participants highlighted the lingering fallout from fifteen years of war—mass refugee flows, security threats from the PKK, ISIS and Iran,...
Peter Zeihan explains that Washington is urging Kyiv to stop striking Russian oil infrastructure that serves American oil majors’ investments in Central Asia. The request stems from recent Ukrainian drone attacks on the Novorossiysk terminal, a key Black Sea loading...
The video explains China’s annual “Two Sessions,” where the nation’s top legislative body, the National People’s Congress (NPC), meets in parallel with the political advisory body, the Chinese People’s Political Consultative Conference (CPPCC), inside Beijing’s iconic Great Hall of the...
China’s leadership announced a modest 2026 GDP growth target of 4.5%‑5%, the weakest full‑year goal since 1991. The range replaces last year’s single‑point forecast around 5% and reflects a cautious outlook as the economy navigates external headwinds and an internal...
The video examines why investors are shifting capital beyond the United States as international equities outpaced the S&P 500 in 2025—developed markets rose 32% and emerging markets 34%, while the S&P delivered just under 18%. Analysts cite a confluence...
The video reports that Israel, with U.S. backing, is intensifying a campaign to decapitate Iran’s political and religious hierarchy. After the death of Iran’s Supreme Leader, the Assembly of Experts was slated to convene and select a successor, but Israel...
The video examines speculation that the Trump administration is considering a bold move to seize Iran’s Kharg Island, the primary hub for 80‑90 percent of the nation’s oil exports, as tensions between the United States, Israel, and Iran intensify. It...
The video highlights how the ongoing Iran‑related conflict is beginning to reverberate through the global oil market. Over the past three days, roughly 15‑20 million barrels per day—about five percent of world crude output—have been held back, creating a supply...
Peter Zeihan examines whether emerging anti‑aging or anti‑Alzheimer’s drugs can alter the demographic trajectory of the United States and China. He focuses on the urgency of extending productive life spans to offset retiring baby‑boomers and shrinking labor pools. Zeihan notes that...
China will soon release its next five‑year plan, outlining development goals through 2030 and beyond. The blueprint is expected to pivot toward domestic consumption, high‑tech self‑sufficiency, and a greener economy while addressing demographic headwinds. Beijing will likely tighten regulation on...
Manulife Investment Management’s equities chief warned that escalating Middle East conflicts, coupled with an unresolved flood‑control scandal in the Philippines, are raising geopolitical risk and dampening the appeal of Philippine equities. The dual pressures highlight both external and domestic uncertainties...
Renewed conflict with Iran has driven a sharp short‑term spike in energy prices—U.S. crude jumped to about $72–73/barrel in late trading and wholesale gasoline (RBOB) surged from $1.99 to $2.37 per gallon over two days—while buyers also flocked to gold...
A US–Israeli campaign reportedly decapitated Iran’s top leadership, including Supreme Leader Khamenei and senior military commanders, prompting Tehran to install an interim leadership council led by President Masoud Pazeshkian and senior clerics. Despite vows of massive revenge and sporadic missile...
On day three of the Iran-related conflict, Iranian forces fired more than 300 drones (but fewer missiles), striking targets as far afield as Cyprus while U.S. forces suffered the loss of three fighter aircraft in a friendly-fire incident in Kuwait....
Historical precedent shows Middle East conflicts typically trigger brief, shallow market pullbacks rather than ending bull markets, with oil-price moves the main transmission to the U.S. economy. The recent attacks on Iran lifted oil about 7%, but that rise alone...
![The Call @ Hedgeye [FREE ALL ACCESS WEEK] | March 2, 2026](/cdn-cgi/image/width=1200,quality=75,format=auto,fit=cover/https://i.ytimg.com/vi/AKuVdVkvtNE/maxresdefault.jpg)
Hedgeye’s March 2 call — delivered during the firm’s free-access week — said its AI-derived “signal” is guiding positioning rather than macro forecasts, prompting a shift back into oil and energy after prior bearishness. The team warned the S&P 500...
The United States and Israel have conducted coordinated airstrikes aimed at crippling Iran’s nuclear infrastructure and possibly targeting senior officials. The attacks mark the first overt military action against Tehran’s program, signaling a shift from diplomatic pressure to kinetic engagement....
Ian Bremmer interviews Carnegie’s Karim Sadjadpour on Iran’s precarious position, highlighting the regime’s internal fragility as many elites, including parts of the Revolutionary Guards, await Ayatollah Khamenei’s death while fearing revolt. Sadjadpour notes that the status quo is unsustainable, yet...
China’s top decision‑making body, the Politburo, urged more proactive fiscal and moderately looser monetary policies ahead of next week’s annual Two Sessions, emphasizing job stability, market confidence and a push for domestic demand and technology self‑sufficiency. State media outlined a draft...
The video examines how U.S. sanctions have driven Venezuela’s dramatic economic decline, arguing that they account for more than half of the country’s 71% contraction between 2012 and 2020 – the deepest peacetime downturn on record. Research cited in the...
The Nairobi AI Forum 2026 brought together Kenya, Italy, the United Nations Development Programme, the European Union and G7 representatives to chart a concrete roadmap for AI adoption across Africa. Organisers framed the event not as speculative futurism but...
The video walks investors through a Zanzibar‑based developer’s “machine”—a vertically integrated construction platform that has already secured more than $30 million in buyer commitments for 165 residential units across two sites within 30 months. Central to the model is an on‑site concrete...
The video examines the Trump administration’s claim that China carried out an undeclared nuclear test in 2020, citing a low‑magnitude seismic event detected in western China’s test range. Zeihan explains that the event registered about 2.7 on the Richter scale—comparable to...
The video highlights a growing crisis in Europe’s private‑credit market, echoing the turmoil already seen in the United States. Two of the continent’s largest insurers, AXA and Allianz, have issued statements that they are "distancing" themselves from new private‑credit allocations,...
The video highlights a fundamental shift in global capital dynamics: after twenty years of massive foreign investment into the United States, those flows are now reversing. The speaker stresses that this reversal is not a classic capital flight scenario,...
The United States has deployed roughly 100 troops, primarily advisors, to Nigeria to train local counter‑terrorism forces. The move follows a Christmas‑Day airstrike that targeted a jihadist camp in northern Nigeria. Washington’s presence aims to bolster Nigeria’s fight against Boko...
China is transitioning from a manufacturing hub to a global innovation engine, with AI‑native startups, electric‑vehicle giants, and consumer brands eyeing overseas markets. State‑backed policies and a new generation of entrepreneurs embed international ambition into corporate DNA. The panel at...
China’s aggressive scaling of solar panels, lithium‑ion batteries and electric‑vehicle components has slashed global costs, driving module prices down roughly 70% and battery packs below $100 per kilowatt‑hour. The price plunge unlocked unprecedented capital inflows, with global solar installations surpassing...
The video examines a structural shift in the nickel market as Indonesia, the Philippines and other top producers tighten supply discipline, driving LME prices sharply higher. After three weeks of trading in a $16.5‑$18k/ton band, prices jumped nearly 5% to...
Peter Zeihan reports that Ukraine’s latest push stems from a sudden loss of Russian communications after Starlink services were cut off on the front lines. The analysis notes that Russian units had become heavily dependent on Starlink for command and control,...
The Business Times podcast covered a string of cross‑regional developments, from the United Kingdom’s new electronic travel‑authorization requirement to President Donald Trump’s 10% global tariff rollout, while also highlighting inflation pressures in Australia, record highs in Asian equity markets and...
Europe and India have entered a markedly upbeat phase, highlighted by the long‑awaited EU‑India Free Trade Agreement. The partnership is expanding beyond rhetoric into concrete cooperation on security, technology, and migration. Garima Mohan of the German Marshall Fund explains the...
In a recent CFR interview, trade expert Jennifer Hillman highlighted Justice Samuel Thomas's dissent on the International Emergency Economic Powers Act (IEEPA). Thomas argued for a markedly broader scope of executive authority under the statute. Hillman described the dissent as...
Ukraine's ongoing war is accelerating a shift toward autonomous, low‑cost drone warfare, turning the battlefield into a fluid, swarming environment. Millions of inexpensive UAVs now conduct strike, surveillance, and electronic tasks, eroding the concept of a fixed front line. Experts...
