The Emerging Market Equities Podcast Podcast Artwork Image

The Emerging Market Equities Podcast

abrdn

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.

Episodes
Following cashflows from China to ChileMarch 27, 2024
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Lotus blooming – will 2024 be an Indian summer? January 04, 2024
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A sit down with a frontiersman – how to invest and holiday in the new wild westDecember 05, 2023
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Smoke Stacks to Chip Stacks - how EM is driving the next generation of infrastructureNovember 01, 2023
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We need to talk about the ex – is EM as an asset class ready to separate from China?October 02, 2023
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The cusp of a lost decade, is China at risk of Japanification? September 04, 2023
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New path along the Cordillera - Mexico and nearshoring July 18, 2023
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Spring tide: how will EM benefit from nearshoringJune 01, 2023
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Conscious uncoupling? EM currencies and the dollarMay 01, 2023
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EM income, a new investing approach for a new eraMarch 15, 2023
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Shifting Sands: How Middle Eastern markets are emerging on the world stageFebruary 14, 2023
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Impact on China of US semiconductor export regulations, bump in the road or worse?January 18, 2023
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Amidst the global crisis, finding investment opportunities aligned with the UN's SDGsNovember 24, 2022
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EM Ex China - Finding opportunities in an overlooked market August 11, 2022
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China, Russia & InflationJune 27, 2022
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Where next for the Commodities market? April 04, 2022
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How will the Metaverse impact the investment landscape? March 10, 2022
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Challenges of the renewable energy transitionDecember 14, 2021
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Regulatory reform in ChinaNovember 02, 2021
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Income investingJuly 29, 2021
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China's ESG journeyJune 30, 2021
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India: reform, recovery and the new economyApril 21, 2021
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The UN’s Sustainable Development GoalsApril 20, 2021
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Renewable energyApril 19, 2021
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Eastern Europe and Russia - value opportunitiesJanuary 26, 2021
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