Searching for EM opportunities

About this episode

This episode explores the impact of the Iran conflict on emerging markets and identifies potential investment opportunities across various regions.

Uncertainty on the path of the Iran conflict remains. The second and third order effects for the global economy have yet to be seen, but FX markets are taking an optimistic view on the outcome of the conflict. In this episode, we look at how emerging markets have been responding over the past two months, and what we are paying attention to for opportunities across Latin America, Asia, and EMEA. Participants: Abbas Keshvani (Desk Strategy), Asia Macro Strategist Daria Parkhomenko (Desk Strategy), FX Strategist Luis Estrada (Desk Strategy), LATAM FX Strategist * Research Analyst opinions are their published views, independent of those expressed by Desk Analysts

People in this episode

Guests: Abbas Keshvani, Daria Parkhomenko, Luis Estrada

Topics covered

• emerging markets
• Iran conflict
• global economy
• FX markets
• Latin America
• Asia
• EMEA

Keywords

• emerging markets
• Iran conflict
• FX markets
• Latin America
• Asia
• EMEA
• global economy
• investment opportunities

Mentioned in this episode

Organizations: RBC Capital Markets

Places: Iran, Latin America, Asia, EMEA

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