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In-Person Event

Roundtable: Emerging Markets in 2026 – Policy Shifts, Trade Tensions and Market Opportunities

Capital Economics, 100 Victoria Street, London, SW13 5JL

Speakers:

2026 promises to be a transformative year for emerging markets. China's next Five-Year Plan will signal Beijing's development priorities through the end of the decade, elections across key economies could trigger sharp policy shifts, and supply chains will continue their dramatic reshaping under the twin pressures of US tariffs and accelerating global fracturing.

These forces will create both significant challenges and compelling opportunities for investors. In London on Thursday 29th Januaryour economists will guide you through what to expect and what it means for economic and financial market outcomes in the year ahead in this special roundtable.

Join us for this hour-long in-person session, which will be a chance to hear directly from our team, get your questions answered and exchange views with peers across the industry. Key topics will include:

  • How China's Five-Year Plan will shape its domestic outlook and economic relations across emerging markets;
  • Whether EM export resilience can endure in a higher-tariff, fracturing global economy;
  • Whether and where EM financial market outperformance can continue in 2026.

We are hosting two sessions: 9:00am and 12:30pm. Please select which session you would like to attend in the form below. 

Start date:

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Please complete the below form to request a space at this event. A member of our team will be in touch to confirm. 

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