Udaibir Das
Outlook 2026: Emerging markets will need a new playbook

Udaibir Das shared his 2026 outlook for emerging markets with OMFIF, examining how evolving global dynamics will shape the year ahead. In his analysis, Das argues that emerging markets will need a new playbook to navigate persistent economic headwinds, shifting financial conditions, and structural challenges in the global economy. He emphasizes that reliance on traditional strategies may no longer be sufficient in the face of rising debt burdens, tightening monetary policy globally, and changing capital flows.

Das highlights the importance of policy innovation, enhanced regional cooperation, and strategic reforms to bolster growth prospects and resilience. His outlook makes clear that emerging market policymakers must adapt tools and frameworks to the realities of a more complex and interconnected global landscape in 2026.

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All views expressed by members are their own and not reflective of the views of the Bretton Woods Committee.