Smoke Stacks to Chip Stacks - how EM is driving the next generation of infrastructure
In the latest episode of the Emerging Markets Equities podcast, Nick is joined by Pruksa Iamthongthong to evaluate the AI revolution within emerging markets. Discussing how emerging markets benefit, U...
1 Nov 202319min
We need to talk about the ex – is EM as an asset class ready to separate from China?
In the latest episode of the Emerging Markets Equities podcast, Nick is joined by Hasnain Malik from Tellimer to evaluate emerging markets as an asset class. Discussing China and US relations, manufac...
2 Okt 202325min
The cusp of a lost decade, is China at risk of Japanification?
In the latest episode of the Emerging Markets Equities podcast, Nick Robinson sits down with Bob Gilhooly to look at all things China. Covering geopolitics and potential comparisons between China toda...
4 Sep 202328min
New path along the Cordillera - Mexico and nearshoring
In the latest episode of the Emerging Markets Equities podcast, Nick Robinson sits down with Eduardo Figueiredo and Tiago Rodrigues to discuss all things nearshoring in Mexico. Looking at the drivers,...
18 Jul 202331min
Spring tide: how will EM benefit from nearshoring
In the latest episode of the Emerging Markets Equities Podcast, Gabriel Sacks joins Nick Robinson to discuss the trend of nearshoring and how the changing structure of global supply chains is impactin...
1 Jun 202324min
Conscious uncoupling? EM currencies and the dollar
What are the roles that EM currencies play in driving total returns for investors? Nick Robinson & Kieran Curtis sit down to discuss performance of EM currencies, the dollar and the currencies coupled...
1 Mai 202322min
EM income, a new investing approach for a new era
In the latest episode of the Emerging Markets Equities podcast, Nick Robinson is joined by Matt Williams to evaluate the income investing landscape over the last few years. Discussing changes in marke...
15 Mar 202326min
Shifting Sands: How Middle Eastern markets are emerging on the world stage
In the latest episode of the Emerging Markets Equities podcast, Nick Robinson sits down with Nina Petry to discuss how the Middle East has become a major part of emerging markets and what is behind th...
14 Feb 202323min
