The Emerging Market Equities Podcast

Aberdeen
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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’ 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.

  1. 12/17/2025

    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 island became essential to AI, semiconductors, and the future of global innovation.

    24 min

  2. 10/06/2025

    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. Discussing Asia's evolution, momentum in the Middle East and the rise of domestic investors.

    30 min

  3. 07/09/2025

    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, diversification away from oil, governance and more.

    27 min

  4. 05/13/2025

    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 in his trade war.  Podcast was recorded on 7th May 2025

    29 min

  5. 03/31/2025

    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 banking and financial sectors, EVs, and more. Podcast was recorded on 21st March 2025

    29 min

  6. 02/27/2025

    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.

    31 min

  7. 12/18/2024

    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 means for the region and more.

    39 min

  8. 11/21/2024

    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.

    23 min
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About

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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