The Emerging Market Equities 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 are a fertile hunting ground for active stock-pickers.
The Emerging Market Equities Podcast
Latest Episodes
Who’s winning the AI race – and does it matter?
AI is often compared to the nuclear or space race — but is that the right analogy? We explore how the US and China are competing in AI, from models and semiconductors to power grids and government strategy and ask whether this is really a race ...
Toy factories to TSMC: Taiwan’s transformation
Taiwan’s journey from low-cost manufacturing to high-tech leadership is nothing short of remarkable. In this episode, Catriona Macnair shares first-hand stories from her recent trip, exploring how the island became essential to AI, semiconducto...
Turning tides: a new dawn for capital flows
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 ...