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Guest blog: The 2020 geopolitical risks that matter for emerging markets

Charles de Quinsonas, M&G Investments

While we’re looking at global emerging markets as part of our Trade of the Decade, here’s a wide ranging look at the risks from the M&G team.

Last year was very eventful in emerging markets with its share of US tariffs/sanctions, regime changes in many countries, mass protests across the board and Carlos Ghosn escaping Japan to soon-to-default Lebanon on the very last day of the year! 2020 promises many geopolitical risks. We have compiled some of the key risks below for developing economies, including “the biggest crisis no one is talking about”. Brexit has been intentionally omitted.


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