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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’ 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 an... more

PublishesMonthlyEpisodes28Founded2 years ago
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Artwork for The Emerging Market Equities Podcast

Latest Episodes

00:00:00:00 - 00:00:30:07 more

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a month 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 l... more

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a month 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 lands... more

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3 months 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.

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4 months ago

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 r... more

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5 months 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 Chi... more

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6 months ago

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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7 months 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.

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8 months ago

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