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
EM Ex China - Finding opportunities in an overlooked market
How dominant is China becoming in the emerging markets space? Nick Robinson & Alex Smith discuss the asset allocation it holds, how this affects the asset allocation and the impact investors will see this have.