EM Drop-In: What Trump’s return would mean for emerging markets

A second Trump presidency would almost certainly lead to a protectionist lurch from the US, with profound implications for the emerging world.

But which EMs would see the biggest hit to export demand? What would a more isolationist shift signal about the future of geo-economic fracturing? And how would EM financial markets fare in this more volatile world?

During this special 20-minute briefing, our Emerging Markets team will be answering your questions as they highlight key takeaways from recent in-depth publications on the impact of a Trump presidency on EMs, including:

• How exposed different EM regions are to a fall in US import demand;
• Which EMs stand to benefit from greater US-China geopolitical fragmentation;
• The macro and market implications for EMs of a more protectionist US.