LatAm Elections: As the Pendulum Swings
LatAm team members Juan Pablo Fuentes and Jesse Rogers join Gaurav to take stock of the 2025-2026 electoral cycle. Gaurav and Juan Pablo discuss the economic landscape in Argentina following Javier Mi...
18 Nov 202546min
Globalisation: Battered and Bruised but not Broken
In this episode, Gaurav and the team tackle a critical question: what does the future hold for globalisation? They explore how the U.S. has upended the world order this year—through tariffs, brinkmans...
11 Nov 20251h
A Middle East Story: Peace, Oil, Sanctions and Growth
Gaurav, Suren, Charlie, and Aidan explore the new peace in the Middle East. They start with the newly agreed twenty-point peace plan between Israel and Hamas and explore its regional implications. Des...
28 Okt 202539min
The European Roundup: French Chaos and Manufacturing Woes
In this episode, Gaurav, Barbara, Andrew, and Kamil break down Europe’s latest economic and political events. They begin with France’s ongoing political saga—where recent developments have reduced imm...
21 Okt 202550min
Pharma Tariffs Not a Panacea for All ills
Gaurav, Stefan and Denise meet face-to-face for the first time to unpack the flurry of developments shaping the Asia-Pacific. Front and centre are fresh U.S. tariffs targeting pharmaceuticals, heavy-d...
14 Okt 202536min
Central Banks' Jedi Mind Tricks
Kamil, Stefan, Denise, and David join Gaurav to discuss the rationale for central bank independence and the goals of monetary policy. The discussion then turns to decisions made by central banks in Eu...
7 Okt 20251h 2min
A Manufacturing Odyssey
In the first episode of a mini-series on global manufacturing, Gaurav and the team take a sweeping look at the sector’s evolution—from its roots in the liberalization and technological breakthroughs o...
30 Sep 20251h
Mind the (output) gap
Gaurav, Sarah, and Denise dive into the latest run of data out of ASEAN, where frontloading has helped prop up growth in the first half of the year. But with U.S. tariffs finally kicking in from Augus...
23 Sep 202537min
