In his latest thought piece “The New World Trade Order: From Disruption to Opportunity”, our Head of Research Ali Hussain explores how the April 2nd tariff announcement marks a turning point in global trade, creating both disruption and opportunity across Frontier Emerging Markets (FEM).

While headlines focus on tariff percentages, the white paper unpacks the deeper implications—from resilient supply chains in Vietnam to reform-fueled buffers in the Gulf and commodity tailwinds in import-reliant economies like Pakistan and the Philippines. With global volatility rising, this is a time for discernment.

Read our full analysis to discover where we believe risk meets reward in today’s evolving World Trade Order: Link

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