Macro Freestyle – Can emerging markets weather the oil shock?

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Standard Chartered’s Eric Robertsen, Global Head of Research and Chief Strategist, and Madhur Jha, Head of Thematic Research, examine how EM economies are positioned to withstand the current oil shock. They look at relative economic resilience and policy responses, as well as the spillover to FX, credit spreads, bonds and trade flows. They also discuss global developments in the AI space. This podcast was recorded on 19 May. This podcast is provided for informational purposes only. It does not constitute a personal offer, recommendation, or solicitation to enter into any transaction or adopt any hedging, trading or investment strategy, nor does it constitute any prediction of likely future movements in rates or prices. Please see Terms & Conditions - Standard Chartered Global Research for full disclosures or email us at ResearchClientServices@sc.com for any questions.