Aberdeen

The Emerging Market Equities Podcast

Business EN ↓ 40 episodes

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.

Author

Aberdeen

Episodes

Who’s winning the AI race – and does it matter? 30.04.2026 27:19

AI is often compared to the nuclear or space race — but is that the right analogy? We explore how the US and China are competing in AI, from models and semiconductors to power grids and government strategy and ask whether this is really a race at all — or something far more complex.

Toy factories to TSMC: Taiwan’s transformation 17.12.2025 24:21

Taiwan’s journey from low-cost manufacturing to high-tech leadership is nothing short of remarkable. In this episode, Catriona Macnair shares first-hand stories from her recent trip, exploring how the island became essential to AI, semiconductors, and the future of global innovation.

Turning tides: a new dawn for capital flows 06.10.2025 29:32

In the latest episode of the Emerging Market Equities podcast, Nick Robinson speaks with Alex Smith and Peter Dunbar to explore how capital flows are shifting across Asia and the Middle East. Discussing Asia's evolution, momentum in the Middle East and the rise of domestic investors.

Riyadh to Reality: On the Ground in the Gulf 09.07.2025 27:03

In the latest episode of the Emerging Market Equities podcast, Nick Robinson speaks with Fraser Harle about his recent trip to the Middle East. They explore themes such as market optimism, diversification away from oil, governance and more.

100 days later: are all countries emerging markets now? 13.05.2025 28:44

In the latest episode of the Emerging Market Equities podcast, Nick Robinson speaks with Bob Gilhooly about Trump's first 100 days in office – and explores who might emerge as the winners and losers in his trade war. Podcast was recorded on 7th May 2025

Mission to Mumbai: on-the-ground investment insights 31.03.2025 29:24

In the latest episode of the Emerging Market Equities podcast, Nick Robinson talks with Catriona Macnair to discuss her recent trip to India. They cover topics such as optimism in the market, the banking and financial sectors, EVs, and more. Podcast was recorded on 21st March 2025

Deepseeking – China’s LLM leap 27.02.2025 31:20

In the latest episode of the Emerging Market Equities podcast, Nick Robinson sits down with Pruksa Iamthongthong to take a deep dive into the current world of AI.

Down in Mexico? 18.12.2024 38:40

In the latest episode of the Emerging Market Equities podcast, Nick Robinson sits down with Eduardo Figueiredo to take a deep dive in Latin America. Discussing Edu's trip to Mexico, what the Trump win means for the region and more.

Brazil: fiscal samba 21.11.2024 23:03

In the latest episode of the Emerging Market Equities podcast, Nick Robinson sits down with Ivan Kleimann. Discussing what the new Trump presidency could mean for Brazil, tariffs, reforms and more.

Ballots that surpass borders: how will the US election shape emerging markets? 21.09.2024 35:09

In the latest episode of the Emerging Market Equities podcast, Nick Robinson sits down with Michael Langham to discuss the US election and what it means for emerging markets.

State of Origin: EM elections, trade and inflation 24.07.2024 26:58

In the latest episode of the Emerging Markets Equities podcast, Nick Robinson sits down with Bob Gilhooly. Discussing EM and US elections, and how these might affect various EM economies. Podcast was recorded on 10th July 2024

Commodities: from light rock to heavy metals 18.06.2024 27:45

In the latest episode of the Emerging Markets Equities podcast, Ben Shrewsbury and Tiago Rodrigues join Nick Robinson to discuss their recent trip to Bank of America's annual metals and mining conference in Miami. Topics include their trip, copper performance, rally in gold prices and more.

Investing in the key players in Asia’s energy transition: Emission Impossible? 29.04.2024 23:17

In the latest episode of the Emerging Markets Equities podcast, David Smith joins Nick Robinson to discuss Asia’s energy transition. Topics include measuring emissions, decarbonising Asia and abrdn’s framework for investing in companies leading the way towards net zero.

Following cashflows from China to Chile 27.03.2024 21:52

In the latest episode of the Emerging Markets Equities podcast, Matt Williams is back on the podcast with Nick Robinson to talk all things income investing in emerging markets. Discussing his recent trip to South America, biggest learnings over the last 10 years and optimism in this investment landscape.

Lotus blooming – will 2024 be an Indian summer? 04.01.2024 25:25

In the latest episode of the Emerging Markets Equities podcast, Nick is joined by James Thom to explore the opportunities in India. Discussing his recent trip to the region, politics and the green economy.

A sit down with a frontiersman – how to invest and holiday in the new wild west 05.12.2023 27:12

In the latest episode of the Emerging Markets Equities podcast, Nick is joined by Kevin Daly to explore the world of frontier markets. Discussing Kevin's experience managing a fund over the last 10 years, countries to watch out for and also holiday recommendations.

Smoke Stacks to Chip Stacks - how EM is driving the next generation of infrastructure 01.11.2023 19:47

In the latest episode of the Emerging Markets Equities podcast, Nick is joined by Pruksa Iamthongthong to evaluate the AI revolution within emerging markets. Discussing how emerging markets benefit, US export control rule and how this will impact China.

We need to talk about the ex – is EM as an asset class ready to separate from China? 02.10.2023 25:05

In the latest episode of the Emerging Markets Equities podcast, Nick is joined by Hasnain Malik from Tellimer to evaluate emerging markets as an asset class. Discussing China and US relations, manufacturing diversification and the commodity cycle.

The cusp of a lost decade, is China at risk of Japanification? 04.09.2023 28:24

In the latest episode of the Emerging Markets Equities podcast, Nick Robinson sits down with Bob Gilhooly to look at all things China. Covering geopolitics and potential comparisons between China today and Japan 30 years ago.

New path along the Cordillera - Mexico and nearshoring 18.07.2023 31:05

In the latest episode of the Emerging Markets Equities podcast, Nick Robinson sits down with Eduardo Figueiredo and Tiago Rodrigues to discuss all things nearshoring in Mexico. Looking at the drivers, politics, and their recent trip to the country.

Spring tide: how will EM benefit from nearshoring 01.06.2023 24:58

In the latest episode of the Emerging Markets Equities Podcast, Gabriel Sacks joins Nick Robinson to discuss the trend of nearshoring and how the changing structure of global supply chains is impacting the companies and economies of emerging markets.

Conscious uncoupling? EM currencies and the dollar 01.05.2023 22:38

What are the roles that EM currencies play in driving total returns for investors? Nick Robinson & Kieran Curtis sit down to discuss performance of EM currencies, the dollar and the currencies coupled to it.

EM income, a new investing approach for a new era 15.03.2023 26:08

In the latest episode of the Emerging Markets Equities podcast, Nick Robinson is joined by Matt Williams to evaluate the income investing landscape over the last few years. Discussing changes in market regime, dividends and ESG implications.

Shifting Sands: How Middle Eastern markets are emerging on the world stage 14.02.2023 23:18

In the latest episode of the Emerging Markets Equities podcast, Nick Robinson sits down with Nina Petry to discuss how the Middle East has become a major part of emerging markets and what is behind this growth. We discuss drivers of growth going forward, the evolving opportunity set, and some of the ESG challenges of the region.

Impact on China of US semiconductor export regulations, bump in the road or worse? 18.01.2023 24:39

In the latest episode of the Emerging Markets Equity podcast, Nick Robinson sits down with Pruska Iamthongthong and Karl Li to discuss the new chip export restrictions, what they are, and also implications for China and those companies in the supply chain.