Impact on China of US semiconductor export regulations, bump in the road or worse?
In the latest episode of the Emerging Markets Equity podcast, Nick Robinson sits down with Pruska Iamthongthong and Karl Li to discuss the new chip export restrictions, what they are, and also implica...
18 Jan 202324min
Amidst the global crisis, finding investment opportunities aligned with the UN's SDGs
What are the UN's sustainable development goals and why are they important? Nick Robinson & Catriona Macnair break this down whilst discussing the current global crisis and where investment opportunit...
24 Nov 202220min
EM Ex China - Finding opportunities in an overlooked market
How dominant is China becoming in the emerging markets space? Nick Robinson & Alex Smith discuss the asset allocation it holds, how this affects the asset allocation and the impact investors will see ...
11 Aug 202219min
China, Russia & Inflation
Russian sanctions, China's position & Increasing inflation pressures, Nick Robinson & Bob Gilhooly tackle these 3 topics and take a deep dive on the three areas and the impact thy have on shaping inve...
27 Juni 202228min
Where next for the Commodities market?
In this edition of the Emerging Markets Equities Podcast, Nick Robinson & Ben Shrewsbury sit down and discuss all things in the Commodities space within EM. Will commodity stocks continue to perform w...
4 Apr 202223min
How will the Metaverse impact the investment landscape?
In this edition of the Emerging Markets Equity podcast, Nick Robinson & Pruksa Iamthongthong sit down to discuss the Metaverse. They tackle the topic of what exactly this is and how it may play a part...
10 Mars 202223min
Challenges of the renewable energy transition
While the world still relies heavily on hydrocarbons to meet its energy requirements, the renewable energy transition looks to be increasingly shaping the investment landscape in emerging markets. In ...
14 Dec 202123min
Regulatory reform in China
This year the Chinese government has largely focused on regulation within the technology sector. However, we’re now seeing this focus shift more broadly across the economy. In this latest episode of o...
2 Nov 202120min
