Post by Julius Baer

Name: Despite significant volatility following the outbreak of conflict in the Middle East, global emergin
Uploaded: 2026-04-08T06:00:13.460Z
Channel: Julius Baer
Description: Despite significant volatility following the outbreak of conflict in the Middle East, global emerging market equities have demonstrated a surprising degree of resilience. In this episode of Moving M

244,176 followers

Despite significant volatility following the outbreak of conflict in the Middle East, global emerging market equities have demonstrated a surprising degree of resilience. In this episode of Moving Markets: The View Beyond, Ayako Lehmann is joined by Nenad Dinic, Emerging Market Strategist at Julius Baer, to examine the recent performance of emerging market equities in the wake of geopolitical shocks. They discuss: 💡Why the fundamental story for the asset class remains robust. 💡The importance of distinguishing between net energy importers and exporters. 💡How factors such as a weakening US dollar and the AI-driven CapEx cycle are shaping the outlook. The conversation also addresses the implications of regional dispersion and much more. ➡️ Listen now for the full analysis: Apple: https://ow.ly/43h350YEOVc Spotify: https://ow.ly/bSgr50YEOVf #MarketInsights

Video Content