Global investors are favoring junk-rated bonds over investment-grade debt in emerging markets by the widest margin in eight years, as the winding down of the Iran war revives the hunt for yield.
Global investors are favoring junk-rated bonds over investment-grade debt in emerging markets by the widest margin in eight years, as the winding down of the Iran war revives the hunt for yield.
Emerging-market benchmarks for stocks and currencies advanced in thin holiday trading, as Iran delivered a new proposal to the US via Pakistan over the Strait of Hormuz, pushing crude lower.
Emerging-market benchmarks for stocks and currencies advanced in thin holiday trading, as Iran delivered a new proposal to the US via Pakistan over the Strait of Hormuz, pushing crude lower.
Abu Dhabi, United Arab Emirates. Photographer: Vidhyaa Chandramohan/Bloomberg
Emerging-market stocks are rallying three times as fast as US equities this year, and their lead may widen further if relative share valuations are any guide.
Emerging-market stocks are rallying three times as fast as US equities this year, and their lead may widen further if relative share valuations are any guide.
Traders work on the floor of the New York Stock Exchange.
Israeli stocks are breaking out of a valuation range they were stuck in for almost two decades, with investors paying record multiples to own them on bets the country is poised for a post-war technology-led economic boom.
Israeli stocks are breaking out of a valuation range they were stuck in for almost two decades, with investors paying record multiples to own them on bets the country is poised for a post-war technology-led economic boom.
Stock prices on an electronic ticker board outside the Tel Aviv Stock Exchange Ltd. (TASE) in Tel Aviv, Israel, on Thursday, Oct. 9, 2025. Israel and Hamas reached a deal for a truce and the release of all hostages held by the militant group in Gaza, a major step toward ending a two-year war that’s devastated the Palestinian territory, destabilized the Middle East and sparked global protests.
Profit forecasts for emerging-market companies are hitting record highs even as the war in Iran shakes global markets, with investors betting on earnings resilience at Asia’s artificial-intelligence powerhouses.
Profit forecasts for emerging-market companies are hitting record highs even as the war in Iran shakes global markets, with investors betting on earnings resilience at Asia’s artificial-intelligence powerhouses.
A person using a Samsung Galaxy Virtual Reality headset at the MWC Barcelona 2026 in Barcelona.
Inflation has sunk to a record low in emerging markets even as it accelerates in advanced economies, signaling developing countries are better placed to respond to higher energy prices and could see a rebound in their bonds.
Inflation has sunk to a record low in emerging markets even as it accelerates in advanced economies, signaling developing countries are better placed to respond to higher energy prices and could see a rebound in their bonds.
Emerging-market stocks rallied Friday, recording their biggest weekly advance since the Covid era, as optimism grew that the fragile ceasefire in the Middle East will hold.
Emerging-market stocks rallied Friday, recording their biggest weekly advance since the Covid era, as optimism grew that the fragile ceasefire in the Middle East will hold.
Emerging-market currencies broadly gained as news Israel agreed to hold direct talks with Lebanon fueled hopes for peace in the Middle East and lifted risk assets.
Emerging-market currencies broadly gained as news Israel agreed to hold direct talks with Lebanon fueled hopes for peace in the Middle East and lifted risk assets.
Motorists wait in line at a gas station in Mandaluyong, the Philippines, in March.
Emerging-market assets from Asia to Latin America surged in a broad-based rally on Wednesday, notching their strongest session in years after a US–Iran ceasefire sent oil prices tumbling and unleashed a wave of global risk appetite.
Emerging-market assets from Asia to Latin America surged in a broad-based rally on Wednesday, notching their strongest session in years after a US–Iran ceasefire sent oil prices tumbling and unleashed a wave of global risk appetite.
Stock market information displayed inside a trading room at Hana Bank in Seoul, South Korea, on Monday, March 9, 2026. South Korean equities fell, as escalating Middle East tensions and rising oil prices prompted investors to further reduce risk exposure. Photographer: SeongJoon Cho/Bloomberg
Emerging-market assets rose as traders clung to hopes of last minute de-escalation of the Middle East conflict just hours before Donald Trump’s deadline on Iran was set to expire.
Emerging-market assets rose as traders clung to hopes of last minute de-escalation of the Middle East conflict just hours before Donald Trump’s deadline on Iran was set to expire.
A news report on the Iran conflict displayed at Hana Bank in Seoul.
Emerging-market assets started the week with modest gains amid speculation that US President Donald Trump may back down from a threat to significantly escalate the war in Iran.
Emerging-market assets started the week with modest gains amid speculation that US President Donald Trump may back down from a threat to significantly escalate the war in Iran.
South Korean 50,000 won banknotes at the Bank of Korea headquarters. Photographer: SeongJoon Cho/Bloomberg
The Middle East war risks ending a run of net credit-rating upgrades across emerging markets and could trigger a new downgrade cycle as it fuels inflation and tightens financial conditions, S&P Global Ratings Director Ravi Bhatia said.
The Middle East war risks ending a run of net credit-rating upgrades across emerging markets and could trigger a new downgrade cycle as it fuels inflation and tightens financial conditions, S&P Global Ratings Director Ravi Bhatia said.
A motorcyclist refuels at a petrol station in Bangkok. Photographer: Dario Pignatelli/Bloomberg
The Iran war has not just broken a decades-long relationship between crude oil and emerging-market currencies, it has pushed it into reverse, with their correlation turning the most negative in at least 27 years.
The Iran war has not just broken a decades-long relationship between crude oil and emerging-market currencies, it has pushed it into reverse, with their correlation turning the most negative in at least 27 years.
Most emerging-market currencies rebounded from earlier losses as the dollar and oil prices sank after US President Donald Trump signaled the Iran war could be ending soon.
Most emerging-market currencies rebounded from earlier losses as the dollar and oil prices sank after US President Donald Trump signaled the Iran war could be ending soon.
The Korea Composite Stock Price Index (KOSPI) displayed at the Korea Exchange (KRX) in Seoul, South Korea, on Wednesday, March 4, 2026. Panic swept across trading desks in South Korea as local stocks, by far the hottest in the world over the past year, extended their freefall into Wednesday. Photographer: SeongJoon Cho/Bloomberg
JPMorgan Chase & Co. said it will remove the United Arab Emirates from its emerging-market bond indexes by June after the Middle Eastern nation exceeded the bank’s measures of wealth for three successive years.
JPMorgan Chase & Co. said it will remove the United Arab Emirates from its emerging-market bond indexes by June after the Middle Eastern nation exceeded the bank’s measures of wealth for three successive years.
Morgan Stanley Investment Management is adding to emerging-market bets that are insulated from the artificial intelligence boom as it positions for a potential pullback in the crowded tech trade, according to Deputy Chief Investment Officer Jitania Kandhari.
Morgan Stanley Investment Management is adding to emerging-market bets that are insulated from the artificial intelligence boom as it positions for a potential pullback in the crowded tech trade, according to Deputy Chief Investment Officer Jitania Kandhari.
Morgan Stanley Investment Management is adding to emerging-market bets that are insulated from the artificial intelligence boom as it positions for a potential pullback in the crowded tech trade, according to Deputy Chief Investment Officer Jitania Kandhari.
Morgan Stanley Investment Management is adding to emerging-market bets that are insulated from the artificial intelligence boom as it positions for a potential pullback in the crowded tech trade, according to Deputy Chief Investment Officer Jitania Kandhari.
Dubai stocks are off to their strongest start in 12 years as investors bet on the emirate’s resilient economy and look beyond volatile oil and artificial-intelligence trades.
Dubai stocks are off to their strongest start in 12 years as investors bet on the emirate’s resilient economy and look beyond volatile oil and artificial-intelligence trades.
Anmelden
Bloomberg Markets
Bloomberg Technology
