The Emerging Market Equities Podcast

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.

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.

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. 

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.

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

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

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.

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.

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.

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.

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

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.

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. 

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.

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. 

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. 

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. 

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. 

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. 

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. 

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. 

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.

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. 

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.

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.

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? We seek to answer these questions and more.

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 generations. Plus, they address the implications this will have on NFT's, Cryptocurrency, Blockchain and the gaming industry in the Metaverse itself.

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 legacy hydrocarbon producers.

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 sector.

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 second episode of our Emerging Markets Equities podcast.

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 connectivity tie in with the increase in Chinese consumption? What are the building blocks of 5G, and how will it influence the future of technology in China? Listen here to find out more.