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 str...
30 Apr 27min
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 Dec 202524min
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 Okt 202529min
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 Juli 202527min
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 Maj 202528min
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 Mars 202529min
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 Feb 202531min
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 Dec 202438min
