Emerging Markets: Stirred, But Not Yet Shaken

Emerging Markets: Stirred, But Not Yet Shaken

From Exchanges by Goldman Sachs

March 18, 2026 · 15 min

About this episode

Kamakshya Trivedi discusses the market's response to the conflict in Iran and the implications for emerging markets.

Goldman Sachs Research’s Kamakshya Trivedi analyzes the market’s reaction to the conflict in Iran and the case for emerging markets. This episode was recorded on March 12, 2026. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation from any Goldman Sachs entity to take any particular action, or an offer or solicitation to purchase or sell any securities or financial products. This material may contain forward-looking statements. Past performance is not indicative of future results. Neither Goldman Sachs nor any of its affiliates make any representations or warranties, express or implied, as to the accuracy or completeness of the statements or information contained herein and disclaim any liability whatsoever for reliance on such information for any purpose. Each name of a third-party organization mentioned is the property of the company to which it relates, is used here strictly for informational and…

People in this episode

Guest: Kamakshya Trivedi

Topics covered

  • emerging markets
  • Iran conflict
  • market analysis
  • investment advice
  • financial products

Keywords

  • emerging markets
  • Iran
  • market reaction
  • investment advice
  • financial analysis

Mentioned in this episode

Organizations: Goldman Sachs

Places: Iran

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