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