The EM team has taken over the podcast this week to highlight two of the biggest issues in emerging market investing.
William Jackson talks to Shilan Shah about how emerging market economies will fare as fossil fuels are phased out in favour of green technologies. From oil producers in the Gulf and Africa to geopolitics and supply chains, William and Shilan tackle some of the key risks and opportunities facing emerging markets as the green transition progresses.
Also, Liam Peach explains how his EM Financial Risk Indicators act as an early warning system for investors trying to identify bank, debt and FX vulnerabilities. In his discussion with Jason Tuvey, Liam also talks about which economies are currently flashing red.
Analysis referenced in this episode:
EM winners and losers from the green transition
The green transition will deal a significant blow to EM oil producers that have failed to save their windfalls (Nigeria, Colombia, Angola), but boost the export revenues of economies such as Chile and
EM financial risk – An early warning system
We hosted an online briefing to discuss EM financial risks in more detail. Watch the recording here. Our risk indicators are presented as an interactive EM dashboard on our website here. The past few