The Weekly Briefing from Capital Economics
Trailer
Bonus
Episode 86
Season 1
Emerging markets special: An EM risk early warning system and EMs and the green transition
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 talks about which economies are currently flashing red.
Click here to read the analysis referenced in this episode.