Emerging markets, trade and politics

In this episode, Eimear Daly and emerging market specialist Aditya Sharma discuss the recent India-US trade deal and its implications for Indian assets and the rupee. They also delve into the upcoming Hungarian elections, analyzing the potential outcomes and their impact on markets. You can also find this episode of The Currency Exchange on Spotify and Apple Podcasts. This episode was recorded on 12 February 2026.For any terms used please refer to this glossary https://www.natwest.com/corporates/insights/markets/glossary.htmlPlease view our full disclaimer here: https://www.natwest.com/corporates/disclaimer.html