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Geopolitics · ▲ Bullish · 1 source confirmed · 2026-09-24 04:01 UTC

Emerging markets shrug off Iran war in record foreign borrowing spree - Financial Times

Why now

Thesis: EM borrowers shrug off geopolitical risk

Catalyst to watch: Spread moves or conflict escalation

Main risk: Escalation could reverse flows

Why it matters

Record EM borrowing despite Iran conflict shows resilient demand for EM debt.

Related assets & topics

Emerging MarketsCredit

Sources

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