The War's Impact On Emerging Markets

Among the many economic ripple effects from the war in Iran, the inflation-economic growth balances in developing market economies have been upended. Currencies are plummeting relative to the dollar. William examines economies affected the worst including net energy importers India and Indonesia as well as Japan, where the yen-carry-trade risk has returned. … As net exporters of commodities, Latin American economies are faring much better. Toby sees opportunities for investors in Latin American stocks, particularly those of Brazil and Mexico.