What The Iran War Means For Emerging Markets

VanEck5.26K FollowersFollow5ShareSavePlay(20min)CommentsSummaryThe Iran conflict already has some permanent implications, elevating China, Latin America, much of Africa, while challenging the Gulf, and undermining Europe.EM bonds proved resilient once initial war-driven volatility settled, mirroring the early-2025 tariff selloff pattern where EM ultimately rallied.EMBX offers an attractive 30-day SEC yield of 5.6%. wildpixel/iStock via Getty Images The Iran war reshaped global dynamics, boosting EM commodities exporters and CNY as key anchors for emerging market stability. The VanEck Emerging Markets Bond ETF (EMBX) was down 4.18% in March, compared to -4.41% for its benchmark, the 50% J.P. Morgan GovernmentThis article was written byVanEck5.26K FollowersFollowVanEck is a global asset management firm offering ETFs, mutual funds, private funds, model portfolios, institutional strategies, separately managed accounts, as well as UCITS funds. Since our founding in 1955, putting our clients’ interests first, in all market environments, has been at the heart of the firm’s mission. VanEck has a long history of looking beyond financial markets to spot trends that create meaningful investment opportunities. We were one of the first U.S. asset managers to give investors access to international markets, which set the tone for identifying asset classes and themes such as gold investing in 1968, emerging markets in 1993, and exchange traded funds in 2006 that later helped shape the investment industry. The firm oversees $161.7 billion in assets as of September 30, 2025. Disclosures: http://ow.ly/SZ9450N5qTJ.