The Macro Brief – EM's rough ride

The podcast explores the challenges faced by emerging markets, including higher bond yields, a stronger dollar, and China's slowing recovery. It discusses the latest sentiment survey results, concerns about inflation, and the potential shift towards a bottom-up approach. The 'three S's' framework for emerging markets is explored, along with highlights from regional reports on challenges and bright spots in Asia, Europe, Central and Eastern Europe, and the Middle East and Africa.