The Emerging Market Equities Podcast

The Emerging Market Equities Podcast

In this series we explore the themes, trends and events shaping the dynamic world of emerging markets for equity investors.‘Emerging markets’ describes a very diverse group of countries with disparate cultures, political systems and economies. Trends like higher consumption, driven by increased middle-class wealth, and early adoption of new technology are producing companies that are innovators and disruptions.With equity markets populated by current and future market leaders, emerging markets are a fertile hunting ground for active stock-pickers.

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Avsnitt(40)

Brazil: fiscal samba

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?

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

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 Juli 202426min

Commodities: from light rock to heavy metals

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 Juni 202427min

Investing in the key players in Asia’s energy transition: Emission Impossible?

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

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 Mars 202421min

Lotus blooming – will 2024 be an Indian summer?

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

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 Dec 202327min

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