‘Significant Potential for Upside’ in Venezuela, Emerging Market Opportunities

The events in Venezuela are still top of mind for markets. Anisha Goodly stresses that Venezuela has “significant potential for upside” as it sits on 20% of the world’s oil reserves, but that it has a long road to go. She discusses why Exxon Mobil (XOM) doesn’t want to be involved unless rules change and how the administration might respond. She also shares where to watch in emerging markets for 2026.

The Watch List

12 Jan 2026

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