The Emerging Market Equities Podcast

By abrdn

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Category: Investing

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Episodes: 28

Description

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.


Episode Date
Investing in the key players in Asia’s energy transition: Emission Impossible?
Apr 29, 2024
Following cashflows from China to Chile
Mar 27, 2024
Lotus blooming – will 2024 be an Indian summer?
Jan 04, 2024
A sit down with a frontiersman – how to invest and holiday in the new wild west
Dec 05, 2023
Smoke Stacks to Chip Stacks - how EM is driving the next generation of infrastructure
Nov 01, 2023
We need to talk about the ex – is EM as an asset class ready to separate from China?
Oct 02, 2023
The cusp of a lost decade, is China at risk of Japanification?
Sep 04, 2023
New path along the Cordillera - Mexico and nearshoring
Jul 18, 2023
Spring tide: how will EM benefit from nearshoring
Jun 01, 2023
Conscious uncoupling? EM currencies and the dollar
May 01, 2023
EM income, a new investing approach for a new era
Mar 15, 2023
Shifting Sands: How Middle Eastern markets are emerging on the world stage
Feb 14, 2023
Impact on China of US semiconductor export regulations, bump in the road or worse?
Jan 18, 2023
Amidst the global crisis, finding investment opportunities aligned with the UN's SDGs
Nov 24, 2022
EM Ex China - Finding opportunities in an overlooked market
Aug 11, 2022
China, Russia & Inflation
Jun 27, 2022
Where next for the Commodities market?
Apr 04, 2022
How will the Metaverse impact the investment landscape?
Mar 10, 2022
Challenges of the renewable energy transition
Dec 14, 2021
Regulatory reform in China
Nov 02, 2021
Income investing
Jul 29, 2021
China's ESG journey
Jun 30, 2021
India: reform, recovery and the new economy
Apr 21, 2021
The UN’s Sustainable Development Goals
Apr 20, 2021
Renewable energy
Apr 19, 2021
Eastern Europe and Russia - value opportunities
Jan 26, 2021
Innovation and opportunity in Latin America
Jan 25, 2021
The Chinese technology sector
Jan 21, 2021