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EM Risk Rewards: War in Israel and EM sentiment

EM Risk Rewards: War in Israel and EM sentiment Synopsis: Emerging markets lose 2023 gains due to higher rates, Fed changes, and climate risks Recent Israel attacks add challenges; Mexico and India show promise, while Egypt struggles EMAlpha’s EM-focused Multilingual AI and Kleiman International’s EM experts dig deep into the “on-the-ground” sentiment The Covid-19 Induced Global Chip Shortage When Covid-19 hit the world in early 2020, a pall of gloom hung over the global economy and uncertainty ruled the day. The future was pretty much unchartered and countries and companies around the globe started swinging in the dark.

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EM Risk Rewards: War in Israel and EM sentiment
October 19, 20233 min reademerging-marketssentiment-analysis

EM Risk Rewards: War in Israel and EM sentiment

Synopsis:

  • Emerging markets lose 2023 gains due to higher rates, Fed changes, and climate risks

  • Recent Israel attacks add challenges; Mexico and India show promise, while Egypt struggles

  • EMAlpha’s EM-focused Multilingual AI and Kleiman International’s EM experts dig deep into the “on-the-ground” sentiment

The Covid-19 Induced Global Chip Shortage

When Covid-19 hit the world in early 2020, a pall of gloom hung over the global economy and uncertainty ruled the day. The future was pretty much unchartered and countries and companies around the globe started swinging in the dark. The current chip shortage is the result of the unexpected ways in which the global industries’ demand has played out for the chips.

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