The Southeast Asia Weekly Brief

In this episode, Michelle Tandler provides an overview of the US Federal Reserve's rate cut and its implications for emerging markets, alongside insights from the recent BRICS+ summit. She analyzes the diverging growth trajectories and policy rates across emerging markets, examining the challenges and opportunities they present. The episode concludes with a reminder to subscribe for more updates o...

In this episode, Michelle Tandler delves into the top stories affecting emerging markets, examining the impact of the U.S. election on LATAM and SEA regions. The episode highlights the BRICS+ Summit, noting key agreements and disagreements among member nations. Michelle discusses the recovery of emerging market assets, with a focus on the MSCI Index rebound. Additionally, she provides insights int...

In this episode, Michelle Tandler discusses the MSCI Emerging Markets Index, central bank policies, trade conflicts, and interest rates. She explores trends in emerging-market banks, China's fiscal stimulus, and India's stock market evolution, highlighting implications for these regions.