Brazil: fiscal samba
In the latest episode of the Emerging Market Equities podcast, Nick Robinson sits down with Ivan Kleimann. Discussing what the new Trump presidency could mean for Brazil, tariffs, reforms and more.
21 Nov 202423min
Ballots that surpass borders: how will the US election shape emerging markets?
In the latest episode of the Emerging Market Equities podcast, Nick Robinson sits down with Michael Langham to discuss the US election and what it means for emerging markets.
21 Sep 202435min
State of Origin: EM elections, trade and inflation
In the latest episode of the Emerging Markets Equities podcast, Nick Robinson sits down with Bob Gilhooly. Discussing EM and US elections, and how these might affect various EM economies. Podcast wa...
24 Jul 202426min
Commodities: from light rock to heavy metals
In the latest episode of the Emerging Markets Equities podcast, Ben Shrewsbury and Tiago Rodrigues join Nick Robinson to discuss their recent trip to Bank of America's annual metals and mining confere...
18 Jun 202427min
Investing in the key players in Asia’s energy transition: Emission Impossible?
In the latest episode of the Emerging Markets Equities podcast, David Smith joins Nick Robinson to discuss Asia’s energy transition. Topics include measuring emissions, decarbonising Asia and abrdn’s ...
29 Apr 202423min
Following cashflows from China to Chile
In the latest episode of the Emerging Markets Equities podcast, Matt Williams is back on the podcast with Nick Robinson to talk all things income investing in emerging markets. Discussing his recent t...
27 Mar 202421min
Lotus blooming – will 2024 be an Indian summer?
In the latest episode of the Emerging Markets Equities podcast, Nick is joined by James Thom to explore the opportunities in India. Discussing his recent trip to the region, politics and the green eco...
4 Jan 202425min
A sit down with a frontiersman – how to invest and holiday in the new wild west
In the latest episode of the Emerging Markets Equities podcast, Nick is joined by Kevin Daly to explore the world of frontier markets. Discussing Kevin's experience managing a fund over the last 10 ye...
5 Des 202327min
