‘We have catalysts lining up. Those catalysts are the US dollar and those catalysts are the earnings picture of the asset class,’ says Ninety One’s Varun Laijawalla
New crisis clauses and a borrower club could reshape emerging market sovereign risk
Iran war whiplash shows how fast foreign money can flee – and rush back – to EMs
Ninety One explores how institutions are repositioning emerging markets amid US concentration and a more volatile global backdrop
Forstrong’s David Kletz outlines where pension capital may flow if global conflict keeps escalating
Delayed Iran strikes ease EM stress, but higher oil and a firmer US dollar test long‑term returns
