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On the show
Recent episodes
Who’s winning the AI race – and does it matter?
Apr 30, 2026
27m 19s
Toy factories to TSMC: Taiwan’s transformation
Dec 17, 2025
24m 21s
Turning tides: a new dawn for capital flows
Oct 6, 2025
29m 32s
Riyadh to Reality: On the Ground in the Gulf
Jul 9, 2025
27m 03s
100 days later: are all countries emerging markets now?
May 13, 2025
28m 44s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 4/30/26 | Who’s winning the AI race – and does it matter?✨ | AI competitionUS-China relations+3 | — | AIUS+1 | — | AIUS+5 | — | 27m 19s | |
| 12/17/25 | Toy factories to TSMC: Taiwan’s transformation | 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. | 24m 21s | ||||||
| 10/6/25 | Turning tides: a new dawn for capital flows | 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. | 29m 32s | ||||||
| 7/9/25 | Riyadh to Reality: On the Ground in the Gulf | 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. | 27m 03s | ||||||
| 5/13/25 | 100 days later: are all countries emerging markets now? | 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 | 28m 44s | ||||||
| 3/31/25 | Mission to Mumbai: on-the-ground investment insights | 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 | 29m 24s | ||||||
| 2/27/25 | Deepseeking – China’s LLM leap | 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. | 31m 20s | ||||||
| 12/18/24 | Down in Mexico? | 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. | 38m 40s | ||||||
| 11/21/24 | Brazil: fiscal samba | 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. | 23m 03s | ||||||
| 9/21/24 | Ballots that surpass borders: how will the US election shape emerging markets? | 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. | 35m 09s | ||||||
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| 7/24/24 | State of Origin: EM elections, trade and inflation | 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 | 26m 58s | ||||||
| 6/18/24 | Commodities: from light rock to heavy metals | 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. | 27m 45s | ||||||
| 4/29/24 | Investing in the key players in Asia’s energy transition: Emission Impossible? | 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. | 23m 17s | ||||||
| 3/27/24 | Following cashflows from China to Chile | 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. | 21m 52s | ||||||
| 1/4/24 | Lotus blooming – will 2024 be an Indian summer? | 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. | 25m 25s | ||||||
| 12/5/23 | A sit down with a frontiersman – how to invest and holiday in the new wild west | 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. | 27m 12s | ||||||
| 11/1/23 | Smoke Stacks to Chip Stacks - how EM is driving the next generation of infrastructure | 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. | 19m 47s | ||||||
| 10/2/23 | We need to talk about the ex – is EM as an asset class ready to separate from 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. | 25m 05s | ||||||
| 9/4/23 | The cusp of a lost decade, is China at risk of Japanification? | 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. | 28m 24s | ||||||
| 7/18/23 | New path along the Cordillera - Mexico and nearshoring | 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. | 31m 05s | ||||||
| 6/1/23 | Spring tide: how will EM benefit from nearshoring | 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. | 24m 58s | ||||||
| 5/1/23 | Conscious uncoupling? EM currencies and the dollar | 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. | 22m 38s | ||||||
| 3/15/23 | EM income, a new investing approach for a new era | 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. | 26m 08s | ||||||
| 2/14/23 | Shifting Sands: How Middle Eastern markets are emerging on the world stage | 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. | 23m 18s | ||||||
| 1/18/23 | Impact on China of US semiconductor export regulations, bump in the road or worse? | 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. | 24m 39s | ||||||
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