EM Lens: War-Induced Oil Shocks Aren’t Kind to EM Economies
Emerging market governments are implementing extraordinary measures to mitigate the impact of rising energy prices, as the war-induced oil shock stirs stagflation pressures and pushes most asset classes lower. Gustavo...
By Aditya Somani · Bloomberg
Emerging market governments are implementing extraordinary measures to mitigate the impact of rising energy prices, as the war-induced oil shock stirs stagflation pressures and pushes most asset classes lower. Gustavo Medeiros, head of EM research at Ashmore Group, joins Damian Sassower, Bloomberg Intelligence’s chief EM fixed income strategist on this episode of the EM Lens podcast to assess underlying risks and potential opportunities should the war in Iran endure. Medeiros and Sassower focus