Natalia Gurushina

Eric Fine, an expert on emerging markets, and Natalia Gurushina, a specialist in reserve strategies, dive into the evolving landscape of global finance. They discuss how emerging market currencies are gradually challenging the dominance of the US dollar. The duo highlights investment opportunities in places like China and India, while also navigating complex bond markets. Additionally, they uncover the political risks affecting these economies and emphasize the significance of structural reforms and diversification in emerging market investments.

Natalia Gurushina, Chief Economist for EM Fixed Income Strategy at VanEck, dives into the economic chaos following Israel's attack on Iran. She discusses how this geopolitical tension has led to a surge in oil prices and impacted stock markets. The conversation also covers the decline of the U.S. dollar and its implications for Asian currencies. Additionally, Gurushina analyzes inflation trends and bond market volatility, offering insights into China's economic challenges and the potential for growth in emerging markets.