Emerging Market Perspectives: The Cost of Capital and the Digital Divide

Podcast: The Decisive Podcast: Insights and analysis to empower confident decision-making. · S&P Global Market Intelligence

Opublikowano: 2026-10-10

Higher sovereign bond yields are raising the cost of money across the global economy, with significant implications for emerging markets. In this episode of The Decisive, host Kristen Hallam speaks with Thea Fourie, Head of Middle East and Africa Insights and Analysis at S&P Global Market Intelligence, about the forces keeping borrowing costs elevated and why some economies are better positioned than others to withstand the pressure. The conversation also explores the opportunities and transition risks created by artificial intelligence. Thea discusses how gaps in infrastructure, digital access, workforce skills and capital could widen the divide...