Talking Markets Podcast (Geopolitics & Emerging Markets) with Arif Joshi of Bramshill Investments
From UBS On-Air: Market Moves by Client Strategy Office
April 29, 2026 · 20 min
About this episode
Arif Joshi discusses geopolitical relations and economic opportunities in emerging markets following his trip to Venezuela.
Arif Joshi is a Senior Managing Director and Head of the Emerging Markets platform at Bramshill Investments. Arif shares boots-on-the-ground insights following a recent trip to Venezuela, as we discuss the country’s geopolitical relations with the US, along with the landscape for energy production and exploration. We also discuss the US-Iran war and its’ implications to economic activity in the region, upcoming talks between President Trump and China’s President Xi Jinping, along with where to locate opportunity across the emerging markets. Host: Daniel Cassidy
People in this episode
Host: Daniel Cassidy
Guest: Arif Joshi
Topics covered
- geopolitics
- emerging markets
- energy production
- US-Iran relations
- China-US relations
Keywords
- geopolitics
- emerging markets
- Venezuela
- energy production
- US-Iran war
- China
- economic activity
Mentioned in this episode
Organizations: Bramshill Investments
Places: Venezuela, US, Iran, China
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