The Emerging Market Equities Podcast
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In this series, we explore the themes, trends, and events shaping the dynamic world of emerging markets for equity investors.'Emerging markets describe 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..
The Emerging Market Equities Podcast
3w ago
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 trip to South America, biggest learnings over the last 10 years and optimism in this investment landscape ..read more
The Emerging Market Equities Podcast
2M ago
Nick Robinson sits down with Osamu Yamagata to discuss the ins and outs of EM smaller companies. Topics covered include the biggest misconceptions about the asset class, the differences between China and India, and an overview of the investment landscape ..read more
The Emerging Market Equities Podcast
3M ago
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 economy. ..read more
The Emerging Market Equities Podcast
6M ago
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, US export control rule and how this will impact China. ..read more
The Emerging Market Equities Podcast
7M ago
The Emerging Market Equities Podcast
8M ago
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 today and Japan 30 years ago. ..read more
The Emerging Market Equities Podcast
9M ago
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, politics and their recent trip to the country. ..read more
The Emerging Market Equities Podcast
1y ago
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 to it ..read more
The Emerging Market Equities Podcast
1y ago
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 implications for China and those companies in the supply chain ..read more
The Emerging Market Equities Podcast
1y ago
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 investment opportunities ..read more