Emerging-Market Assets Rally as Iran Ceasefire Spurs Risk Demand

Emerging market assets are rallying on news of a potential Iran ceasefire, which is seen as reducing geopolitical risk and boosting investor confidence. This increased risk appetite is driving capital towards higher-yielding EM economies. Investors should monitor the fragility of the ceasefire and its long-term implications for global oil prices and regional stability, as sustained peace could significantly de-risk these markets.