Updated
Updated · Bloomberg · Jul 9
MSCI EM Equities Fall 0.3% as US-Iran Tensions and AI Trade Whipsaw Risk Appetite
Updated
Updated · Bloomberg · Jul 9

MSCI EM Equities Fall 0.3% as US-Iran Tensions and AI Trade Whipsaw Risk Appetite

3 articles · Updated · Bloomberg · Jul 9

Summary

  • MSCI’s emerging-market equity gauge fell 0.3% by 12 p.m. in London, erasing earlier Asian-session gains and extending this week’s slide.
  • Oil swings, US-Iran tensions and the latest turns in the AI trade kept risk appetite unstable, driving the reversal lower in EM assets.
  • MSCI’s equivalent emerging-market currency index also dropped 0.3%, though the Hungarian forint and South African rand rebounded as energy-sensitive currencies tracked moves in oil.
  • The pullback underscored how EM markets remain tightly tied to geopolitical risk, commodity volatility and shifts in global technology positioning.

Insights

As the AI stock boom falters, which overlooked market sectors are poised to become the next big investment winners?
If the Strait of Hormuz closes, which emerging economies are surprisingly prepared to weather the global economic storm?