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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
Where next for the Commodities market?
In this edition of the Emerging Markets Equities Podcast, Nick Robinson & Ben Shrewsbury sit down and discuss all things in the Commodities space within EM. Will commodity stocks continue to perform well in the current inflationary environment? Will gold benefit from Russia sanctions? Where next for industrial metals like nickel and palladium? And what could it all mean for soft commodities? We seek to answer these questions and more.