Next oil scare in the Strait of Hormuz
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Traders are bracing for more weakness in emerging-market currencies over the coming month as the Iran war escalates, according to a key options pricing measure.
By Libby George LONDON, March 13 (Reuters) - Flows of money into emerging market bond funds fell in the week to March 11, while those into emerging market equity funds flattened after five straight weeks of inflows,
i Data as of February 2026. EM Bonds are represented by the 50% J.P. Morgan Government Bond Index - Emerging Markets Global Diversified (GBI-EM) and 50% J.P. Morgan Emerging Markets Bond Index (EMBI). Global bonds are represented by the ICE BofA Global Broad Market Index. US Bonds are represented by the ICE BofA US Broad Market Index.
The best day on South Korea’s stock market in nearly two decades is leading a recovery in emerging-market equities as signals that Iran may be ready to reduce tensions in its six-day war with the US and Israel boosted riskier assets.
WisdomTree Emerging Markets High Dividend Fund (NYSEARCA:DEM) currently yields 4.49%, nearly double what you get from the Vanguard High Dividend Yield ETF (NYSEARCA:VYM), which yields 2.34%. That yield gap is real,
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Iran war and stocks: Why Global X says 'it might be time to double down' on emerging markets
It may be time to dive deeper into the emerging markets trade.
Global liquidity weakens as GEM fund flows turn negative and India sees record outflows, signalling rising risk aversion amid war tensions, ETF redemptions and slowing investor buying. High-yield bond outflows,
The rush of cash out of risk assets has rattled emerging markets since war engulfed the Middle East, but some investors are betting that economic fundamentals and ​fragmented geopolitics will allow a year-long rally to resume.
Whether the emerging markets bull run continues will depend on how much the rise in oil prices threatens the global economy.
The war in Iran and the resulting surge in energy prices will impact emerging markets well beyond inflation to broader pressures on external balances, currencies and capital flows, analysts warn.
March 6 (Reuters) - Emerging market equity funds have posted steep declines this month as investors cut exposure to risk assets amid the escalating Iran conflict, making them among the worst performers across asset classes.