
About this podcast
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…
40 episodes · business
The Emerging Market Equities Podcast
About this podcast
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…
Recent episodes
- Toy factories to TSMC: Taiwan’s transformation17 Dec 2025 · 24 min
- Turning tides: a new dawn for capital flows6 Oct 2025 · 30 min
- Riyadh to Reality: On the Ground in the Gulf9 Jul 2025 · 27 min
- 100 days later: are all countries emerging markets now?13 May 2025 · 29 min
- Mission to Mumbai: on-the-ground investment insights31 Mar 2025 · 29 min
- Deepseeking – China’s LLM leap27 Feb 2025 · 31 min
- Down in Mexico?18 Dec 2024 · 39 min
- Brazil: fiscal samba21 Nov 2024 · 23 min
- Ballots that surpass borders: how will the US election shape emerging markets?21 Sept 2024 · 35 min
- State of Origin: EM elections, trade and inflation24 Jul 2024 · 27 min