Adam Wolfe featured on The Core: Why Emerging Markets Could Be the Next Big Investment Shift | Govindraj Ethiraj

At the Elara India Dialogues 2025, Govindraj Ethiraj in conversation with Adam Wolfe explores whether we are entering the next big investment shift in emerging markets. Could the strong US dollar finally be losing momentum, and what does that mean for global growth, trade, and capital flows?

This episode of The Core Report Special Edition dives deep into the structural forces driving emerging economies, from the boom between 1998 and 2016 to the slowdown that followed. We uncover how dollar cycles, global capital flows, investor risk appetite, and trade politics are reshaping the future of markets.

Key insights include:

a) Why emerging markets could be the next growth story

b) How the US dollar cycle drives global finance and risk

c) Where global investors are moving capital in 2025

d) The outlook for India, China, Asia, and frontier economies

e) How tariffs, politics, and shifting alliances impact growth

If you follow business news, investing, technology, or manufacturing, this episode offers critical insights into the forces shaping global markets in 2025 and beyond.

👉 Watch here to understand why emerging markets may be at the centre of the next big investment shift.

The next big investment shift could be happening in emerging markets right now. From the US dollar cycle to global capital flows and trade politics, the forces shaping India, China, Asia and frontier economies are accelerating. Stay with The Core Report to understand global growth, investing trends and why emerging markets may define 2025 and beyond.