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  • 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
  • State of Origin: EM elections, trade and inflation
    2024/07/24

    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

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    27 分
  • Commodities: from light rock to heavy metals
    2024/06/18

    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.





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    28 分
  • Investing in the key players in Asia’s energy transition: Emission Impossible?
    2024/04/29

    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.

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    23 分