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Mark Sobel thanked a representative from NWI Management for joining a podcast with OMFIF to discuss the impact of the Iran war on investing in emerging markets and the broader asset class.
The podcast focused on issues relevant to investors considering geopolitical risks in these markets.
The conversation underscored how geopolitical tensions can reshape investor sentiment across emerging markets. Such scenarios recall the risks outlined in Mark Sobel’s analysis of how a loss in investor confidence may precipitate broader instability, including the threat of a potential currency crash during times of financial crisis.