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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, SW1E 5JL

Speakers:

It's been an eventful start of the year in emerging markets, with US intervention in Venezuela and instability in Iran. Against the backdrop of this upheaval, China's leadership is finalising its Five-Year Plan, elections are going to get underway across some key economies, and supply chains are continuing their dramatic reshaping under the twin pressures of US tariffs and accelerating global fracturing.

These are forces which are set to create both significant challenges and compelling opportunities for investors. On Thursday 29th Januaryour economists will host roundtables in London to guide you through what to expect and what it means for economic and financial market outcomes in the year ahead.

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

  • What to make of the geopolitical shifts seen since the start of 2026;
  • 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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