The re-election of Donald Trump portends a radically different outlook for emerging markets, with some facing increased challenges from the president-elect’s policy pledges and others looking better placed to benefit from the fallout of an intensified trade war.
But how much has the EM outlook really changed, which economies will prove most resilient in the second Trump administration and which are most at risk?
Join economists from our emerging markets team for this assessment of how these economies will fare in the coming year and beyond. During this 20-minute session, the team will be answering your questions as they address key issues, including:
- Which economies are most vulnerable to Trump’s tariff and immigration proposals;
- The spillover effects of higher Treasury yields and a stronger dollar;
- Trump, EMs and global economic fracturing.
Please note you must be logged in to register for this Drop-In. If you do not have a subscription but would like to attend, please contact events@capitaleconomics.com