The Emerging Market Equities Podcast

What are the UN's sustainable development goals and why are they important? Nick Robinson & Catriona Macnair break this down whilst discussing the current global crisis and where investment opportunities fit in with these.

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.

Russian sanctions, China's position & Increasing inflation pressures, Nick Robinson & Bob Gilhooly tackle these 3 topics and take a deep dive on the three areas and the impact thy have on shaping investment opportunities.

In this edition of the Emerging Markets Equities Podcast, Nick Robinson & Ben Shrewsbury sit down and discuss all things in the Commodities space within EM. Will commodity stocks continue to perform well in the current inflationary environment? Will gold benefit from Russia sanctions? Where next for industrial metals like nickel and palladium? And what could it all mean for soft commodities? W...

In this edition of the Emerging Markets Equity podcast, Nick Robinson & Pruksa Iamthongthong sit down to discuss the Metaverse. They tackle the topic of what exactly this is and how it may play a part in shaping the investment landscape in the future. They delve into how this extension of the internet will further entwine our lives in the virtual world and the impact this will have on future g...

While the world still relies heavily on hydrocarbons to meet its energy requirements, the renewable energy transition looks to be increasingly shaping the investment landscape in emerging markets. In this latest episode of our Emerging Markets Equites podcast, William Scholes joins host Nick Robinson to talk about the challenges of the transition, and particularly what this means for some of the l...

This year the Chinese government has largely focused on regulation within the technology sector. However, we’re now seeing this focus shift more broadly across the economy. In this latest episode of our Emerging Markets Equites podcast, Devan Kaloo joins host Nick Robinson to talk about China’s changing regulatory landscape. 

How is investors’ global hunt for yield affecting income investing in new economies? In this latest episode of our Emerging Markets Equites podcast, Matt Williams joins host Nick Robinson to talk about the sector’s income landscape.

In the latest episode of our Emerging Markets Equity podcast, David Smith joins Nick Robinson to take an in-depth look at how Chinese companies are addressing environmental, social and governance (ESG) issues. David gives his insight on how recent events – such as the Chinese government’s commitment to carbon neutrality – are causing businesses to change how they operate.

In this week’s Emerging Markets Equities podcast we focus on India. Kristy Fong from our Asian Equities team joins Nick Robinson to discuss everything from the effects of the pandemic to how the Indian government’s reforms might affect the country’s growth. Kristy also talks about the challenges facing India, and how it might balance a greener agenda for carbon emissions with economic development....

What are the United Nations’ Sustainable Development Goals? In this episode, we look at how and why they came about. We also discuss how stewardship of capital can advance emerging markets’ progress towards the goals. Fiona Manning, Investment Director in ASI’s Global Emerging Markets team joins Nick Robinson to explain.

How is the green revolution making investment opportunities in emerging markets? In the fourth episode of our Emerging Market Equities Podcast, Mubashira Bukhari Khwaja joins Nick Robinson to discuss. Mubi specialises in emerging markets infrastructure. Having recently branched out to cover Chinese renewables, she shares how increased action on climate change helped to pique her interest in the se...

The third installment of our Emerging Market Equities podcast looks to Eastern Europe and Russia. EM investors Catriona McNair and William Scholes join Nick Robinson to share their thoughts on the changing investment landscape in the region and how it could be a particular beneficiary of normalisation post Covid. Listen to ‘Eastern Europe and Russia: value opportunities’ here.

How is innovation shaping investment opportunities in Latin America? Trends such as digitalisation are strengthening in the region, while both start-up and fintech companies are growing in number. Eduardo Figueiredo, head of ASI’s São Paulo office, and Osamu Yamagata from our emerging market equities team join Nick Robinson to investigate. Hear their thoughts on these issues and more in this secon...

Join us for the first episode of our Emerging Market Equities Podcast, where we look at the who, what, where, when, and why of investment opportunities in the region. This week, Adam Montanaro, Pruksa Iamthongthong, and David Smith talk to Nick Robinson about Chinese technology. How has the sector evolved from its infancy to become a powerhouse of emerging markets? How does increased internet conn...