Ranked #1
Smoke Stacks to Chip Stacks - how EM is driving the next generation of infrastructure
Smoke Stacks to Chip Stacks - how EM is driving the next generation of infrastructure
In the latest episode of the Emerging Markets Equities podcast, Nick is joined by Pruksa Iamthongthong to evaluate the A... Read more
1 Nov 2023
•
19mins
Ranked #2
We need to talk about the ex – is EM as an asset class ready to separate from China?
We need to talk about the ex – is EM as an asset class ready to separate from China?
In the latest episode of the Emerging Markets Equities podcast, Nick is joined by Hasnain Malik from Tellimer to evaluat... Read more
2 Oct 2023
•
25mins
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Ranked #3
The cusp of a lost decade, is China at risk of Japanification?
The cusp of a lost decade, is China at risk of Japanification?
In the latest episode of the Emerging Markets Equities podcast, Nick Robinson sits down with Bob Gilhooly to look at all... Read more
4 Sep 2023
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28mins
Ranked #4
New path along the Cordillera - Mexico and nearshoring
New path along the Cordillera - Mexico and nearshoring
In the latest episode of the Emerging Markets Equities podcast, Nick Robinson sits down with Eduardo Figueiredo and Tiag... Read more
18 Jul 2023
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31mins
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Ranked #5
Spring tide: how will EM benefit from nearshoring
Spring tide: how will EM benefit from nearshoring
In the latest episode of the Emerging Markets Equities Podcast, Gabriel Sacks joins Nick Robinson to discuss the trend o... Read more
1 Jun 2023
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24mins
Ranked #6
Conscious uncoupling? EM currencies and the dollar
Conscious uncoupling? EM currencies and the dollar
What are the roles that EM currencies play in driving total returns for investors? Nick Robinson & Kieran Curtis sit... Read more
1 May 2023
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22mins
Ranked #7
EM income, a new investing approach for a new era
EM income, a new investing approach for a new era
In the latest episode of the Emerging Markets Equities podcast, Nick Robinson is joined by Matt Williams to evaluate the... Read more
15 Mar 2023
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26mins
Ranked #8
Shifting Sands: How Middle Eastern markets are emerging on the world stage
Shifting Sands: How Middle Eastern markets are emerging on the world stage
In the latest episode of the Emerging Markets Equities podcast, Nick Robinson sits down with Nina Petry to discuss how t... Read more
14 Feb 2023
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23mins
Ranked #9
Impact on China of US semiconductor export regulations, bump in the road or worse?
Impact on China of US semiconductor export regulations, bump in the road or worse?
In the latest episode of the Emerging Markets Equity podcast, Nick Robinson sits down with Pruska Iamthongthong and Karl... Read more
18 Jan 2023
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24mins
Ranked #10
Amidst the global crisis, finding investment opportunities aligned with the UN's SDGs
Amidst the global crisis, finding investment opportunities aligned with the UN's SDGs
What are the UN's sustainable development goals and why are they important? Nick Robinson & Catriona Macnair break t... Read more
24 Nov 2022
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20mins
