27 episodes
The Emerging Market Equities Podcast abrdn
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- Business
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5.0 • 1 Rating
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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.
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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 trip to South America, biggest learnings over the last 10 years and optimism in this investment landscape.
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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 economy.
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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 years, countries to watch out for and also holiday recommendations.
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Smoke Stacks to Chip Stacks - how EM is driving the next generation of infrastructure
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.
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We need to talk about the ex – is EM as an asset class ready to separate from China?
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.
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The cusp of a lost decade, is China at risk of Japanification?
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.