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. 

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Capital Economics, a world leading provider of macroeconomic insight, presents The Weekly Briefing – the show with all you need to know about what's happening in the global economy and markets. From the Fed's next move to China's slowdown to the global housing bust, each week, our team of economists take apart the big economic and market stories and highlight the issues that investors should be paying more attention to.