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Jason DeVito, Senior Portfolio Manager of the Emerging Markets Fund at Federated Hermes: Risk sentiment now resembles a compressed spring, and any positive catalyst regarding the Strait of Hormuz or the war situation will release it.

Jason DeVito, Senior Portfolio Manager of the Emerging Markets Fund at Federated Hermes: Risk sentiment now resembles a compressed spring, and any positive catalyst regarding the Strait of Hormuz or the war situation will release it.

华尔街见闻华尔街见闻2026/05/06 21:05
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The longer oil prices remain high and drag down global growth, the more all emerging market countries will be negatively affected. Even oil-exporting countries that benefit from current accounts will experience inflation spreading as a result of high energy prices.
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