Episodios

  • State of Origin: EM elections, trade and inflation

    State of Origin: EM elections, trade and inflation
    Jul 24 2024

    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 was recorded on 10th July 2024
    Más Menos
    27 m
  • Commodities: from light rock to heavy metals

    Commodities: from light rock to heavy metals
    Jun 18 2024

    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 conference in Miami. Topics include their trip, copper performance, rally in gold prices and more.
    Más Menos
    28 m
  • Investing in the key players in Asia’s energy transition: Emission Impossible?

    Investing in the key players in Asia’s energy transition: Emission Impossible?
    Apr 29 2024

    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 framework for investing in companies leading the way towards net zero.

    Más Menos
    23 m
  • Following cashflows from China to Chile

    Following cashflows from China to Chile
    Mar 27 2024

    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.
    Más Menos
    22 m
  • Lotus blooming – will 2024 be an Indian summer?

    Lotus blooming – will 2024 be an Indian summer?
    Jan 4 2024

    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.

    Más Menos
    25 m
  • 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
    Dec 5 2023

    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 years, countries to watch out for and also holiday recommendations.

    Más Menos
    27 m
  • Smoke Stacks to Chip Stacks - how EM is driving the next generation of infrastructure

    Smoke Stacks to Chip Stacks - how EM is driving the next generation of infrastructure
    Nov 1 2023

    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.

    Más Menos
    20 m
  • We need to talk about the ex – is EM as an asset class ready to separate from China?

    We need to talk about the ex – is EM as an asset class ready to separate from China?
    Oct 2 2023

    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, manufacturing diversification and the commodity cycle.

    Más Menos
    25 m