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  • Turning tides: a new dawn for capital flows
    2025/10/06

    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.

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    30 分
  • Riyadh to Reality: On the Ground in the Gulf
    2025/07/09

    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.

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    27 分
  • 100 days later: are all countries emerging markets now?
    2025/05/13

    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

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    29 分
  • Mission to Mumbai: on-the-ground investment insights
    2025/03/31

    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

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    29 分
  • Deepseeking – China’s LLM leap
    2025/02/27

    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.

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    31 分
  • Down in Mexico?
    2024/12/18

    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.

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    39 分
  • Brazil: fiscal samba
    2024/11/21

    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.

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    23 分
  • Ballots that surpass borders: how will the US election shape emerging markets?
    2024/09/21

    In the latest episode of the Emerging Market Equities podcast, Nick Robinson sits down with Michael Langham to discuss the US election and what it means for emerging markets.

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    35 分