The IMF has warned that elevated public debt levels combined with higher interest rates are increasing fiscal vulnerabilities, particularly for emerging markets and highly leveraged economies.
Sovereign wealth funds and state-backed investors are expanding trade-linked investments as governments reposition supply chains and pursue strategic assets amid global geopolitical shifts.
Multilateral development banks have launched a $12.5 billion fund aimed at scaling infrastructure, climate, and social development projects across emerging and frontier markets.
A sharp rise in bond yields has prompted a reassessment of interest rate expectations, driving asset reallocation across equities, currencies, and fixed-income markets.
BlackRock’s support for a major Adani Group transaction signals renewed institutional confidence, despite ongoing scrutiny over governance standards and regulatory oversight.
