Policy And RiskRisk transmission in global government bond markets: Vulnerability of emerging markets to tail shocksPolicy And RiskGlobal South Environmental and Construction Professional Liability Insurance Market: Trends, Challenges, and OpportunitiesPolicy And RiskProtection Gap in Emerging Markets: The Game between Uninsured Risks and Economic GrowthPolicy And RiskRisk of Bankruptcy in UK Universities: Opportunities for Educational Investment and Talent Mobility in Emerging MarketsInvestment And FdiIndia's net FDI inflow is expected to double: the gravitational pull of Global South capital and the long-term resilience of emerging markets

Emerging markets radar

Rising Emerging Markets in Europe from the Perspective of Short-Haul Tourism: Tourism Economic Opportunities in Croatia and Albania

This article interprets the surge in British tourists' interest in Croatia and Albania from the perspective of the Global South and emerging markets, analyzes the driving role of tourism as a service export in regional economic growth, and the economic significance of the shift in tourism focus within Europe.

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Zone 01

Narrowing Paths of Trade and Development: Why Emerging Markets Struggle to Replicate the Export Miracle

Over the past decades, export-oriented growth has driven industrialization in South Korea, China, and others. However, structural changes (automation, digitalization, climate risks), policy shifts (protectionism, industrial policy), and geopolitical tensions are fundamentally altering the conditions. This article points out that developing countries can no longer enter global markets through low-skilled manufacturing, the export potential of services is constrained by skill mismatches, and climate risks further diminish their attractiveness. Trade will remain important in the future, but development pathways need to be repositioned.

Zone 02

Survival Race of Vietnam's Manufacturing: How Dual Transformation Reshapes Global Supply Chain Landscape

Driven by the carbon border adjustment mechanism and new-generation free trade agreements, the "dual transition" of Vietnam's manufacturing sector has shifted from an option to a necessity for survival. The article points out that although small and medium-sized enterprises face financing and talent bottlenecks, export-oriented industries are taking the lead in integrating AI and green technologies, which sets an example for the industrialization path of Global South countries.

Zone 03

Capital Watershed: South Korea and Taiwan Lead June's Massive Outflow from Emerging Market Stocks, While Bonds Attract Funds Against the Trend

According to data from the Institute of International Finance, emerging market stocks saw $46.1 billion in outflows in June, with South Korea and Taiwan contributing the most. However, bond markets still attracted $28.3 billion, indicating a shift in capital from risk appetite to defense. The article delves into the impact of tightening dollar liquidity, corrections in tech stock valuations, and the divergence within emerging markets on the long-term investment landscape.

Zone 04

Why are large food companies thriving in emerging markets?

Emerging markets are becoming the main engine of growth for the global food and beverage industry. Giants such as Mondelēz, Kraft Heinz, and Nestlé have recorded revenue growth rates in Asia, Latin America, and Africa that far exceed those in developed markets. Behind this are long-term trends of a young population, rapid urbanization, and the expansion of the middle class, but currency fluctuations, infrastructure shortcomings, and insufficient localization remain major risks.

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Emerging Markets

Capital Watershed: South Korea and Taiwan Lead June's Massive Outflow from Emerging Market Stocks, While Bonds Attract Funds Against the Trend

In June 2026, emerging market equities saw outflows of $46.1 billion, with South Korean and Taiwanese tech stocks being the hardest hit; however, bond markets recorded inflows of $28.3 billion, indicating a structural divergence in investor attitudes toward emerging markets. This article analyzes the Federal Reserve's policies, global tech cycles, and regional differences behind these capital flows.

Sofia Mendoza3 min read
Emerging Markets

Why are large food companies thriving in emerging markets?

As growth in European and American markets slows, global food giants are turning their attention to emerging markets. Demographic dividends, urbanization, and consumption upgrades are driving this structural shift.

Marcus Al-Thani3 min read

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