Emerging Market Equities: navigating cycles, risks and opportunities

Emerging Market Equities: navigating cycles, risks and opportunities

November 6, 2025 · 30 min · Episode 57

About this episode

Ian discusses emerging market equities with Mario Acquistapace, covering performance, risks, and investment strategies.

In this episode, Ian is joined by Mario Acquistapace, Investment Research Associate Director at CapGen, to discuss emerging market equities, including: An overview of the current landscape, how they've performed and the associated risks Our manager selection process Carrhae Capital's investment strategy and the rationale behind choosing them as a partner

People in this episode

Host: Ian

Guest: Mario Acquistapace

Topics covered

Keywords

Mentioned in this episode

Organizations: CapGen, Carrhae Capital

More episodes of Talking Capital

Explore listener stats, chart rankings, contacts and more on the Talking Capital podcast page.