Sixteen years after becoming a founding member of the BRICS, Brazil is no closer to meeting its promise of becoming an emerging economic superpower, says @JPSpinetto (via @opinion) https://t.co/vEKd7nL3aC ...

Sign up for the India Edition newsletter by @menakadoshi an insider's guide to the emerging economic powerhouse, and the billionaires and businesses behind its rise, delivered weekly. https://t.co/V27C7YRxBc https://t.co/a8hory1MBL ...

Ever since BRICS was founded more than a decade ago, the group of emerging-market nations has struggled to identify a common purpose. President Donald Trump’s tariffs may have solved that problem. https://t.co/7VpgC5iyFc ...

With emerging markets coming back in favor in the first half of the year, few trades paid off like piling into Mexican local bonds https://t.co/Epqr0Ae6TV ...

Our next guest says the budget bill could push the dollar even lower after its worst start to the year since 1973. Let's bring in former Bridgewater chief strategist Rebecca Patterson. Rebecca, great to see you. Great to have you on the show.Um, in addition to the spending bill, there are other factors why you see a weaker dollar going forward. Yeah. Well, let's start with the spending bill.you know, the we're not at the finish line as as we just heard. But if we get a bill something like what we're seeing ...

everything wood should be. >> All right, welcome back everybody. We've got a lot of ground to cover with our next guest equity and credit markets, emerging markets, the fed currencies, real estate and why he expects a correction in the S&P 500.Joining us right now is Rob Citroen. He is the founder and portfolio manager at Discovery Capital Management. That's a hedge fund that invests in public and private markets with a particular focus on emerging markets.And by the way, they manage, I'm told, around $3 bi ...

J P M O R G A N Global Markets Strategy 27 June 2025 EM Money Trail Passives continue to pour in while actives stay away EM equity inflows decelerated substantially to +$680mn from strong inflows of +$4.1bn last week. However, flows continue to be driven by ETF subscriptions of +$2.2bn this week, after a record +$5.0bn last week. Meanwhile, non-ETFs continued to see persistent sell-off (-$1.5bn, -$904mn last week). Among regional funds, GEMs saw inflows of +$1.5bn, but Asia ex-Japan saw outflows of -$881mn. ...

In a banner year for emerging markets, the best returns have gone to investors who targeted regional indexes and ignored the Asia-heavy global benchmarks https://t.co/eyA7sTuUUn ...

international markets are outperformance, I should say continue into the second half. Well joining us now is Cromwell Darwin, the head of emerging markets portfolio management team at Pimco. It's great to have you back on.Let's start right there. Does outperformance continue. >> Yeah, we think we think it does, Morgan.And we think the outsized gains in emerging market equities and fixed income, as well as the non-dollar, European equities and fixed income were set to continue into the second half of the yea ...

Fred, you're here in studio. I'm going to start with you. Good morning.Thanks again for being here. Morning. Um, as we look at uh the end of these quote unquote liberation day tariffs pause coming up, you know, in about two weeks, even though we know it could even be longer because it's being battled in court right now.What does this all mean for emerging markets considering the other action we're seeing the potential of a rate cut in the US and then also a weakening dollar. Well, everybody really wants to ...