How the Russia-Ukraine crisis changes the outlook for emerging market investors

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Russia’s invasion of Ukraine has thrown equity and bond markets into turmoil worldwide. But it is in emerging markets where the effects will be most long-lasting. For investors, this presents both fresh risks and new opportunities. The most salient impact of Europe’s biggest military conflict since the Second World War has been on commodities markets. The war has choked off supply of oil, gas and other raw materials, adding to already high inflationary pressures building across the world. Longer-term effects, however, are likely to be much more subtle.

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