Natalia Gurushina

Natalia Gurushina

Chief Economist, Emerging Markets Fixed Income VanEck

Main Day 1 | 9th February

12:55 PM Open Floor Debate: Is EM Exceptionalism alive or dead? The election cycle, the dollar, and the case for Latin America.

  • Which emerging markets are best positioned to outperform in today's geopolitical and macro environment
  • Latin America after the election cycle - how much is already priced into BRL, MXN and the Andean currencies?
  • How trade fragmentation, capital flows and the US dollar are reshaping EM opportunities
  • Whether market access and liquidity windows are keeping pace with the investment case in onshore LATAM
  • The outlook for emerging market currencies, liquidity and portfolio allocation in 2027 

Interactive debate with audience mics, attendees are welcome to challenge panellists through open discussion 

3:25 PM Interactive Roundtable China / The RMB’s Long Game

Exploring internationalization, capital controls and offshore liquidity

Check out the incredible speaker line-up to see who will be joining Natalia.

Download The Latest Agenda