Who’s winning the AI race – and does it matter?

Who’s winning the AI race – and does it matter?

AI is often compared to the nuclear or space race — but is that the right analogy? We explore how the US and China are competing in AI, from models and semiconductors to power grids and government strategy and ask whether this is really a race at all — or something far more complex.

Jaksot(40)

Toy factories to TSMC: Taiwan’s transformation

Toy factories to TSMC: Taiwan’s transformation

Taiwan’s journey from low-cost manufacturing to high-tech leadership is nothing short of remarkable. In this episode, Catriona Macnair shares first-hand stories from her recent trip, exploring how the...

17 Joulu 202524min

Turning tides: a new dawn for capital flows

Turning tides: a new dawn for capital flows

In the latest episode of the Emerging Market Equities podcast, Nick Robinson speaks with Alex Smith and Peter Dunbar to explore how capital flows are shifting across Asia and the Middle East. Discussi...

6 Loka 202529min

Riyadh to Reality: On the Ground in the Gulf

Riyadh to Reality: On the Ground in the Gulf

In the latest episode of the Emerging Market Equities podcast, Nick Robinson speaks with Fraser Harle about his recent trip to the Middle East. They explore themes such as market optimism, diversifica...

9 Heinä 202527min

100 days later: are all countries emerging markets now?

100 days later: are all countries emerging markets now?

In the latest episode of the Emerging Market Equities podcast, Nick Robinson speaks with Bob Gilhooly about Trump's first 100 days in office – and explores who might emerge as the winners and losers i...

13 Touko 202528min

Mission to Mumbai: on-the-ground investment insights

Mission to Mumbai: on-the-ground investment insights

In the latest episode of the Emerging Market Equities podcast, Nick Robinson talks with Catriona Macnair to discuss her recent trip to India. They cover topics such as optimism in the market, the bank...

31 Maalis 202529min

Deepseeking – China’s LLM leap

Deepseeking – China’s LLM leap

In the latest episode of the Emerging Market Equities podcast, Nick Robinson sits down with Pruksa Iamthongthong to take a deep dive into the current world of AI.

27 Helmi 202531min

Down in Mexico?

Down in Mexico?

In the latest episode of the Emerging Market Equities podcast, Nick Robinson sits down with Eduardo Figueiredo to take a deep dive in Latin America. Discussing Edu's trip to Mexico, what the Trump win...

18 Joulu 202438min

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