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Mapping Geopolitics in Emerging Markets

May 2, 2024
Exploring geopolitics in emerging markets, Cathy and Mehill discuss managing active wars, China's impact on global markets, and the Middle East dynamics. They emphasize understanding risks, capital flows, and finding opportunities amidst uncertainties.
22:51

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Quick takeaways

  • Active management of geopolitical risks prevented spillovers from conflicts in Ukraine and the Middle East, influencing China's strategic decisions.
  • Implications of China's economic strength on emerging markets vary between short-term instability and long-term stability, highlighting the importance of balanced growth.

Deep dives

Emerging Market Geopolitical Risks Management

The podcast discusses how active management of geopolitical risks has prevented spillovers from two active wars, notably the conflicts in Ukraine and the Middle East. The caution shown by global powers like the US and Germany towards Russia, as well as the shared interest in avoiding full-blown conflicts in the Middle East, have helped contain these conflicts. These dynamics have also influenced China's strategic decisions, signaling a shift in their approach towards military actions, with implications for global South countries' responses to great power competition.

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