Emerging markets outlook: Geopolitical shifts pave way to new global paradigm

Commodity exporters set to benefit from inflation

Risks are said to be on the rise in emerging markets as countries struggle to manage accelerating inflation and a resurgence of Covid-19 cases threatening an already uneven recovery across the globe.

Meanwhile, on the geopolitical front, "tectonic" shifts are underway, according to Polina Kurdyavko, head of emerging markets at BlueBay Asset Management. "On China, a new geopolitical landscape is...