Podcasts about global emerging markets

Stephen Grootes speaks to Feroz Basa, Head of Global Emerging Markets at Sanlam Investments, about the alarming parallels between the current US tariff hikes and those of the 1930s, and how this escalation could potentially trigger a global economic downturn, impacting emerging markets, including South Africa. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.Thank you for listening to The Money Show podcast.Listen live - The Money Show with Stephen Grootes is broadcast weekdays between 18:00 and 20:00 (SA Time) on 702 and CapeTalk. There’s more from the show at www.themoneyshow.co.za Subscribe to the Money Show daily and weekly newslettersThe Money Show is brought to you by Absa. Follow us on:702 on Facebook: www.facebook.com/TalkRadio702 702 on TikTok: www.tiktok.com/@talkradio702702 on Instagram: www.instagram.com/talkradio702702 on X: www.x.com/Radio702702 on YouTube: www.youtube.com/@radio702CapeTalk on Facebook: www.facebook.com/CapeTalk CapeTalk on TikTok: www.tiktok.com/@capetalk CapeTalk on Instagram: www.instagram.com/capetalkzaCapeTalk on YouTube: www.youtube.com/@CapeTalk567CapeTalk on X: www.x.com/CapeTalkSee omnystudio.com/listener for privacy information.

Stephen Grootes speaks to Feroz Basa, Head of Global Emerging Markets at Sanlam Investments, about the alarming parallels between the current US tariff hikes and those of the 1930s, and how this escalation could potentially trigger a global economic downturn, impacting emerging markets, including South Africa. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.Thank you for listening to The Money Show podcast.Listen live - The Money Show with Stephen Grootes is broadcast weekdays between 18:00 and 20:00 (SA Time) on 702 and CapeTalk. There’s more from the show at www.themoneyshow.co.za Subscribe to the Money Show daily and weekly newslettersThe Money Show is brought to you by Absa. Follow us on:702 on Facebook: www.facebook.com/TalkRadio702 702 on TikTok: www.tiktok.com/@talkradio702702 on Instagram: www.instagram.com/talkradio702702 on X: www.x.com/Radio702702 on YouTube: www.youtube.com/@radio702CapeTalk on Facebook: www.facebook.com/CapeTalk CapeTalk on TikTok: www.tiktok.com/@capetalk CapeTalk on Instagram: www.instagram.com/capetalkzaCapeTalk on YouTube: www.youtube.com/@CapeTalk567CapeTalk on X: www.x.com/CapeTalkSee omnystudio.com/listener for privacy information.

What do the latest import tariff announcements from the Trump administration mean for emerging economies and companies around the world? Here, with a first assessment, Zhikai Chen, Head of Global Emerging Markets, shares his views on the impact for Asian and emerging market (EM) economies and companies with Chief Market Strategist Daniel Morris.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted by Ausha. See ausha.co/privacy-policy for more information.

Send us a textIn conversation with Prarthana Sen and Vishruti Bindal, the founders of Neon Culture and driving forces behind the Deccan Alternative Music Conference (DAMC).Prarthana Sen and Vishruti Bindal bring a wealth of experience and passion to India's independent music landscape, making significant strides toward fostering a more inclusive and innovative industry. Prarthana, formerly with Sofar Sounds, played a pivotal role in building global communities and providing indie artists with an intimate, impactful platform to showcase their talent. As one of the founding members of Music Tech India—and notably the only woman in the founding team—she has championed innovation and equity in music tech and indie spaces alike.Vishruti, a multi-faceted music business professional has worked across audio engineering, music curation, artist management, education, and music supervision. She currently serves as an instructor at Berklee, teaching the Global Emerging Markets and Music Cities Policy module, and as Project Manager at Sound Diplomacy's Momentual. Vishruti led the Bengaluru Music City analysis in 2021, creating the city's only primary data source for music, and spearheaded the Music Cities European Exchange 2023 in collaboration with the EU Commission.In this episode, we explore the remarkable journey of these two trailblazing women, the inception of Neon Culture, and their vision for DAMC. They share insights into their respective career trajectories, their dedication to community building and advocacy, and how they're shaping Neon Culture to amplify independent voices.Join us as we discuss the origins of DAMC, its transformative role in India's music industry, and what to expect from its second edition in Kochi this February 7th and 8th, 2025.For more details about DAMC, visit www.deccanalt.in. For any other query, please write into hello@lextalkmusic.com.This podcast is purely for informational purposes and should not be construed as legal advice. Kindly consult a legal practitioner for specific advice on legal issues/ disputes. © Sandhya Surendran, 2025. All rights reserved.

If you've been dismissing frontier markets because they seem “too risky,” you're missing out on a treasure trove of alpha. Take it from Consilium CIO Jonathan Binder and CEO Charlie Cassel. For 13+ years, they've managed to beat EM benchmark indexes time and time again. In this episode, they share their playbook for successful FM investing and break down:Misconceptions about risk in Frontier Market investing and their approach to risk managementWhy active management and a non-indexed approach is essential to successful FM investingHow most Global Emerging Markets managers are ill-equipped to invest in the EM and Frontier countries they invest inTheir process for crafting equity strategies that give their clients exposure to top-tier companies in overlooked markets poised for robust structural growth This is part 2 of our Meet the Boutique Series, where we'll take you behind the scenes to see how top asset managers innovate and thrive.  Enjoy this episode? Hit subscribe! There are more exclusive webinars to come.  About Consilium Investment Management  Consilium Investment Management was founded in 2004 by Jonathan Binder, CIO, and Charles Cassel, CEO. With over 20 years in financial markets and asset management, they saw an opportunity to build an investment management business that would deliver above-average returns for its clients in the Frontier and Emerging Markets. They offer private funds and separately managed accounts exposed to Frontier and Emerging Markets that exploit specific opportunities overlooked by other managers. More information is available by visiting: consimllc.com - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital's exclusive membership

Moody's Ratings experts discuss the fragile recovery and new threats in EMs, including macro conditions, default trends, credit risks for sovereigns and corporates, and bright spots.Host: Scott Phillips, Associate Managing Director, Moody's RatingsRelated Research:Fragile recovery in EM credit conditions will continueEmerging Markets – Global: Local currency bond markets are growing fast, a credit-positive trend for debt issuersSovereigns – Emerging Markets: Favorable financing conditions will not solve structural credit challengesGovernment-Related Issuers – Emerging Markets: GRIs' standalone credit strength and government support vary widely across EMsBanks – Emerging Markets: Asset-quality risk is receding but remains high in several countriesTo learn more, visit the Emerging Markets topic page.

Speakers:   Nora Szentivanyi, Global Economist Samantha Azzarello, Head of Content Strategy   Nora Szentivanyi, Senior Economist, Global Emerging Markets and Samantha Azzarello, Head of Content Strategy, discuss the monthly global inflation report and unpack implications for central bank monetary policy.   This podcast was recorded on 25 April 2024. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4683349-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

Nora Szentivanyi, Senior Economist, Global Emerging Markets and Samantha Azzarello, Head of Content Strategy, discuss the February global inflation report. This podcast was recorded on March 25, 2024 This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/KAL-1-GMV4YY4X for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 JPMorgan Chase & Co. All rights reserved.  

Nora Szentivanyi, Senior Economist, Global Emerging Markets and Samantha Azzarello, Head of Content Strategy, discuss the January global inflation report. Speakers: Nora Szentivanyi, Global Economic and Policy Research  Samantha Azzarello, Head of Content Strategy This podcast was recorded on 29 February 2024. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4637818-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

Welcome to another episode of Founder's Deep Dive! Join our guest, Sachin Bhatia, and our host, Suresh Sambandam, as they delve into several topics, including the formula for happiness, expanding into a global market, and all the challenges and wins that come along the way. It's a very intellectual conversation where they talk about very abstract and high-level concepts using anecdotes from their own lives. Enjoy the episode! Key Takeaways 02:00 - Meet the Players! 03:24 - Success vs Happiness 06:50 - Are You an Architect or a Contractor? 10:00 - Early 2000s - A Changing India 12:05 - Moving from BPO to Enterprise Segment 17:30 - Ameyo's First Enterprise Customer 19:55 - Inside Sales and Sales Development 22:20 - Can SMB SaaS Survive? 24:19 - Global Emerging Markets 27:07 - Different Countries and their Ticket Sizes 31:30 - Doing Business in Dubai 35:35 - Team Distribution for International Markets 37:26 - Relationship Building in Emerging Markets 40:20 - Generating Pipelines for Enterprises 45:58 - Ameyo's Secret Sauce 51:28 - Successful Marketing Strategies 56:18 - Final Words of Wisdom Key Mentions 02:59 - OrangeScape (KissFlow) 05:30 - Freshworks 05:40 - Drishti (Ameyo) 06:35 - HP, Oracle, Microsoft, Apple, IBM 06:30 - Satyam, Wipro, Infosys, TCS, HCL 11:45 - ZOHO 14:45 - Helion 14:49 - Daksh 15:44 - Ameyo 15:59 - Peppertap 15:59 - Meru 16:00 - UrbanCompany 16:38 - Ola 17:40 - Motilal Oswal 19:36 - HubSpot 

In this episode of Breakthrough Labs, General Atlantic's Head of EMEA and Global Head of Climate, Gabriel Caillaux speaks with Vittorio Colao, Vice Chairman of EMEA at the firm. They discuss Vittorio's interest in telecommunications before the industry had taken off; the entrepreneurial spirit that shaped his early days at Omnitel Pronto, an Italian telecom company; the yearslong succession process that led to his appointment as CEO of Vodafone; his views on launching one's career and welcoming opportunities to level up even when not feeling fully prepared; the strategy behind Vodafone's approach to strategic acquisitions that helped expand the company's international footprint; navigating the challenges and opportunities of emerging markets, including the complexities of different regulatory regimes; how to assemble a company board that adds value for both investors and management teams; answering the call to advise the Italian government's economic response to the pandemic as Minister of Technological Innovation and Digital Transition; closing the digital divide and improving access to tech in Italy; the universality concept that distinguishes the public sector from the private sector; the essential role of building a strong leadership team; the importance of listening more than you speak; and how great leaders know when to take time to recharge outside the office.     Key Takeaways – “In this episode”  Hear about how the book, “The Death of Distance” originally convinced Vittorio of the power and potential of digital connectivity.  Vittorio's comparison of the benefits and drawbacks of running a so-called challenger versus an incumbent company.  A behind-the-scenes account of the succession planning process at Vodafone and Vittorio's perspective on how to develop professionally.    Vittorio's perspective on the enormous opportunities presented by emerging markets and the nuance of navigating regional and sectoral differences.   Vittorio being called to national service in Italy by former Italian Prime Minister Mario Draghi to drive the pandemic response and his first-hand account of global crisis management, including how to find the best talent quickly.  

Among Asian emerging market (EM) equities, many investors have focused this year on what they see as an usually lacklustre Chinese economy – traditionally an EM growth engine. The reality, however, is that Beijing's efforts to re-engineer the economy have led to a situation where support for the economy appears centred more on tackling possible systemic issues than developing new growth engines.   

EFG Hermes Research Managing Director and Head of Strategy Simon Kitchen joins us on stage to talk about how business leaders across global growth markets are coping with climate change — and the macro factors that are both shaping opportunities and constraining room to act. Simon covers markets ranging from Egypt to Vietnam, Pakistan, Nigeria, Bangladesh and Kenya and regularly speaks with senior management from companies across the full spectrum of industries, from banks to electronics assemblers, garment markets to food producers.  Participants: Simon Kitchen (Linkedin), MD and Head of Strategy, EFG Holding Research  Interviewed by: Hadia Mostafa, Managing Partner and Co-Founder, the Enterprise Company, and Patrick FitzPatrick, Editor-in-Chief, Enterprise. Must read and watch: You can read our coverage of the panel here: https://climate.enterprise.press/stories/2022/12/08/how-companies-across-global-emerging-markets-are-dealing-with-climate-change-90562/ Catch our series on the Enterprise Exports and FDI Forum here: Apple Podcast | Spotify | Google Podcast | Anghami. See omnystudio.com/listener for privacy information.

Kunjal Gala, Head of Global Emerging Markets, Federated Hermes discusses how investors should navigate the Emerging Markets landscape with India become a more attractive proposition, while China still presents long term value.See omnystudio.com/listener for privacy information.

Special guests Lee C. Buchheit and David Lubin share their insights on emerging market sovereign debt crises, the US dollar's future as a global reserve currency, China's evolving economy and more.Speakers: Lee C. Buchheit, Professor, University of Edinburgh; David Lubin, Head of EM Economics, Citi, Associate Fellow at Chatham HouseHost: Scott Phillips, Associate Managing Director – Emerging Markets, Moody's Investors Service

Geoffrey Hinton, a leading figure in artificial intelligence (AI), has resigned from Google, warning of the dangers of the field; Samsung has temporarily restricted the use of generative AI, including ChatGPT, for its employees due to cases of misuse of the technology; and IBM CEO Arvind Krishna has announced that the company expects to pause hiring for certain roles, as approximately 7,800 jobs could be replaced by artificial intelligence (AI) and automation in the coming years, Reuters reports. Also in this brief, Freshworks, India's second biggest SaaS company, beats street expectations. Notes: eBay has appointed Vidmay Naini as General Manager for Global Emerging Markets, overseeing growth in Southeast Asia, India, Eastern Europe, Israel, the Middle East, Africa and Latin America, TechCrunch reports. Naini, who was previously in charge of eBay's Southeast Asia and India businesses, will focus on supporting small and medium-sized businesses. eBay's 2022 Southeast Asia Small Online Business Trade Report found that 99 percent of small businesses on eBay currently export items to an average of 25 different international markets, with 68% of eBay-enabled small businesses in six Southeast Asian countries exporting to 10 or more international markets. Geoffrey Hinton, a leading figure in artificial intelligence (AI), has resigned from Google, warning of the dangers of the field, the New York Times and the BBC report, among others.   Hinton, who is known as the godfather of AI, has developed pioneering research on neural networks and deep learning, helping to pave the way for systems such as ChatGPT. He has voiced concerns about the rapid development of AI chatbots which could become more intelligent than humans, potentially being used for "bad things". Samsung has temporarily restricted the use of generative AI, including OpenAI's ChatGPT, for its employees due to cases of misuse of the technology, CNBC reports. The company has advised workers not to enter any personal or company-related information into the services and to take precautions when using ChatGPT and other products outside of work. Samsung is still looking for ways to safely use generative AI to enhance employee productivity and efficiency. IBM has announced that it expects to pause hiring for certain roles as approximately 7,800 jobs could be replaced by AI and automation in the coming years, Reuters reports. Hiring specifically in back-office functions such as human resources will be suspended or slowed. 30 percent of non-customer-facing roles could be replaced by AI and automation within five years. The reduction could include not replacing roles vacated by attrition. The CEOs of Microsoft, Alphabet's Google, OpenAI, and Anthropic will meet with Vice President Kamala Harris and top administration officials to discuss key AI issues, Reuters reports. US President Joe Biden's administration has been seeking public comments on proposed accountability measures for AI systems. In a blog post on Monday, deputies from the White House Domestic Policy Council and White House Office of Science and Technology Policy wrote about how the technology can pose a serious risk to workers. Freshworks beat quarterly revenue estimates and posted its first adjusted operating profit, according to Reuters. Rising interest rates, high inflation, and a banking crisis have worsened the global economic outlook in recent months, forcing businesses to slash their technology budgets. Freshworks' revenue rose 20% in Q1 to $137.7 million, and it posted an adjusted operating profit of $3.9 million. Net loss narrowed to $42.7 million, from $49.1 million a year earlier.

Emerging markets are set to rebound in 2023, boosted by the re-opening of China. That's according to the Federated Hermes' Global Emerging Markets Outlook. Rebounds in South Korea, Taiwan and Brazil and the stability of India, Indonesia and Mexico is said to support emerging markets' growth. On Money in the Market, Hongbin Jeong speaks to Kunjal Gala, Head of Global Emerging Markets at Federated Hermes to find out more on this report and how Asian markets will help support EMs rebound this year.See omnystudio.com/listener for privacy information.

Rasmus Nemmoe, manager of the FSSA Global Emerging Markets Focus fund, talks to us about the outlook for emerging markets and the factors in play today that have influenced past performance. He explains which companies are bucking the trend and gives examples from the portfolio including South African and India banks and the Mexican Starbucks operator. Rasmus also explains how the fund has evolved since the pandemic and how it has managed to outperform despite market conditions. What's covered in this episode: Why emerging markets have disappointed in the past decadeWhich companies have influenced the emerging market indexWhether the outlook for global emerging markets improvingHow a private bank in South Africa is bucking trendsWhat makes a Mexican Starbucks operator a good investmentHow the fund has managed to outperform despite market conditionsHow the fund has changed since the pandemicThree major themes in emerging markets: demographics, urbanisation and digitalisationTwo of the fund's largest holdings: HDFC Bank and JD.comThe manager's on-the-ground opinion of China's post-pandemic recovery More about this fund: FSSA Global Emerging Markets Focus fund invests in 40-45 large and medium-sized companies in emerging markets. Manager Rasmus Nemmoe has an absolute return mindset, and each holding is a quality company that can show sustained and predictable growth over the long term. The fund has a strong environmental, social and governance ethos without labeling itself as such.Learn more on fundcalibre.comPlease remember, we've been discussing individual companies to bring investing to life for you. It's not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre's research methodology and are the opinion of FundCalibre's research team only.

In this episode of Moody's Talks – Emerging Markets Decoded, Scott Phillips of the Global Emerging Markets team joins host Shirin Mohammadi to discuss a recent turn of events for emerging market credit conditions, including some easing in financial conditions, with inflation, yields and spreads all lower than at the end of 2022, despite continued volatility. They explore what recent events mean for debt issuers in emerging and frontier economies and reveal which sovereigns are still at risk of default. Related Research:Tight financing conditions will continue challenging frontier markets' credit strength

James Johnstone is the portfolio manager for the Frontier Markets strategy at Redwheel. He also serves as a member of the investment committee for the Redwheel Emerging and Frontier Markets strategies. He has 26 years of experience in investment management and research. Most recently he was a Senior Managing Director and Director of Investments at Everest Capital, since 2009, where he was responsible for portfolio management and research in frontier markets. Prior to this James was a co-founder and CIO of Alcor Investment Management, a long-short, multi-strategy Asian hedge fund headquartered in Singapore. He previously worked for Gartmore Investment Management for three years where he was a member of both the long-only and long-short global emerging markets teams. He started his career with Schroders Investment Management, working on the UK equities and Global Emerging Markets teams. James also served in the Royal Navy for five years. He graduated from Christ Church, Oxford University with an MA (Hons) in Classics and Modern Languages. James speaks Russian.

Saving lives, improving health outcomes, healthcare equity and clinician productivity with a virtual neonatology solution.   Joe Cain is the Business Manager for Philips Virtual Care in APAC and has over ten years of experience in remote patient monitoring and virtual care.    Darren Reynolds is the managing director of TelaDoc Australasia and the SVP for Global Emerging Markets.   Teladoc Health offers clients a broad spectrum of high-quality virtual care solutions to meet the healthcare needs of patients on a global scale.   Philips is a health technology company improving people's health and well-being through meaningful innovation.   In this episode, Pete, Joe and Darren discuss a virtual neonatology programme, the APGAR scoring system, the benefits of collaboration between TelaDoc and Philips, the long-term use of virtual care, plus lots more.   Curious about virtual care? Tune into this episode to learn more about the use of virtual care in neonatal health, as well as the use of this particular virtual healthcare programme in other healthcare settings. You will also hear why it is important to use an actual healthcare video consultation tool instead of just any meeting application. Additionally, learn about the aspects of a successful virtual product launch.    Check out the episode and full show notes here. To see the latest information, news, events and jobs on offer at Philips and TelaDoc, visit their Talking HealthTech Directory here. Loving the show?  Leave us a review, and share it with some friends. Keen to take your healthtech to the next level? Become a THT+ Member for access to our online community forum, quarterly summits and more exclusive content.  For more information visit here.

In this episode of Moody's Talks – Emerging Markets Decoded, Ariane Ortiz-Bollin of the Global Emerging Markets team joins host Scott Phillips to discuss the 2023 outlook for emerging market credit conditions, with a focus on governments, companies and banks.Related research:2023 Outlook - Negative credit conditions leave weaker debt issuers exposed

Hayden Briscoe, Head of Global Emerging Markets and Asia Pacific Fixed Income at UBS Asset Management, discusses the latest on the markets. He spoke with hosts Bryan Curtis and Juliette Saly on "Bloomberg Daybreak Asia."See omnystudio.com/listener for privacy information.

It was a privilege to welcome Prashant Khemka to the Art of Investment podcast this week. Prashant was CIO of Global Emerging Markets and India Equity at Goldman Sachs Asset Management before founding White Oak Capital Management in 2017, now a $5.4 billion AUM investment firm specialising in Indian equities. In this episode, Prashant shares his views on maintaining ‘balance' within the firm's portfolios, White Oak's investment philosophy, the ins and outs of India's stock markets, geopolitics within Asia and much, much more. For further information on White Oak Capital Management and Vermeer Partners please see website links below. https://www.whiteoakindia.com/ https://vermeerllp.com/

In this episode of Moody's Talks - Emerging Markets Decoded, Thaddeus Best of the Global Emerging Markets team and Anushka Shah of the Sovereign team join host Ariane Ortiz-Bollin to discuss the resilience of most emerging markets to tightening financial conditions, as well as the implications for reform prospects in lower-income countries.Related content on Moodys.com (some content only available to registered users or subscribers): Most EMs will avert debt crisis but frontier markets are exposed to turning credit cycleSome lower-income economies have strengthened their credit quality through a range of policies

The people in an organization can only direct their efforts in the right direction when they have a leader to look forward to. Leaders can define workplace cultures that foster the accomplishment of common goals. What are the key attributes that an efficient leader ought to have? Is (s)he born with such qualities, or can be developed? We have your answers covered in today's episode of “The Brand Called You.” About Bhavesh Shah Global Finance executive with 25+ years of experience having worked in Asia and USA across industries (Consumer, Medical, and Pharmaceuticals). Have led major Transformation projects as Global CFO of large organizations. Worked on numerous acquisition and new business models and various transformation projects. --- Support this podcast: https://anchor.fm/tbcy/support

My guests today are Ross Cameron and Cameron Robson of Northcape Capital's Global Emerging Markets team. In this conversation, we cover the investing case for emerging markets; Northcape's unique corporate and portfolio management structures; Northcape's bespoke country discount rates; and then bring it all together with a case study of Techtronic Industries (669 HK). If you like what you hear, please visit the blog at www.longriverinv.com. Longriver Investment Partners Limited (“Longriver”) is licensed with the Securities and Futures Commission of Hong Kong (“SFC”) to provide Type 4 and Type 9 regulated activities in Hong Kong to Professional Investors only. Investment involves risk. This podcast is for informational purposes only and it is not intended as promotional material in any respect. It does not constitute an offer, recommendation, or solicitation to buy or sell any securities or services. Longriver makes no representations or warranties, express or implied, as to the accuracy or completeness of the content.

In this episode of Moody's Talks – Emerging Markets Decoded, Ariane Ortiz-Bollin of the Global Emerging Markets team joins host Thaddeus Best to discuss key takeaways from Moody's recent Global Emerging Markets Summit. Plus, Rachel Chua of the Corporates team reveals which emerging market companies are most exposed to spillovers from the Russia-Ukraine military conflict, and which stand to benefit.Related content on Moodys.com (some content only available to registered users or subscribers): https://www.moodys.com/researchdocumentcontentpage.aspx?docid=PBC_1330110https://www.moodys.com/researchdocumentcontentpage.aspx?docid=PBC_1326788https://www.moodys.com/researchdocumentcontentpage.aspx?docid=PBC_1327363https://www.moodys.com/researchdocumentcontentpage.aspx?docid=PBC_1323369https://www.moodys.com/researchdocumentcontentpage.aspx?docid=PBC_1323216https://www.moodys.com/researchdocumentcontentpage.aspx?docid=PBC_1327228

Our guest for this episode is Valentyn Zadorin. He is a private equity investor at Siguler Guff and is responsible for deal evaluation and execution for Siguler Guff's Global Emerging Markets platform. Prior to joining Siguler Guff in 2022, he was an Investment Banker at Barclays Investment Bank covering the technology ecosystem. Previously, he was a Co-founder and Partner at a full-service 3PL provider in Ukraine and an investor in emerging markets.We get to know more about Val as he talks about his background, growing up in Ukraine, and his reasons for coming to Haas to pursue an MBA. Val was also recently featured in Poets&Quants about his views and experience on the Russian aggression in Ukraine. In this episode, he shares a little bit about what started the war, what's currently going on, and the actions people can take to help Ukraine win.Episode Quotes:Why Haas?"I didn't have an emotional connection to Berkeley, to be entirely honest. But I knew two things. The first one is that I felt big potential in technology, so I wanted to start in the right field, in the right market. And what's the best place to do that other than the Bay area? And the second thing, I actually could relate to the four defining principles. It's funny because, usually, you think it's just a marketing tool of some sort. But in reality, some of those are indeed what I have been trying to be as a person. My favorite one is confidence without attitude. And to me, it fits my personality really well. I believe, after my experience of working with different graduates from different schools, Berkeley and Haas is really distinguished by incredibly smart and hardworking people who are modest and have the confidence without attitude at the same time.When I got to the school, it turned out that it was actually an amazing fit. I realized only after being at Haas how lucky I got, essentially. It was challenging, but the environment is just incredibly supportive, and starting from my classmates to the faculty, I got a lot of support in the school. And I'm glad I ended up in Berkeley and I made the right choice in the end."On what could be the end result of the war for Ukraine"So, by starting this war, Russia not only just blew up their economy. They not only united all the Ukrainians together. I believe, really, after the war ends, Ukraine is going to be more united than ever. And it's going to be an incredibly prosperous country because this aggression just changed our moral compass inside the country. And at the same time, it brought the attention of international organizations to the issues. I think, with international support, after the war ends, the best way to actually change something within Russia is to show that Ukraine is going to be prosperous and successful. And hopefully, after Russian people see that, they will realize that they have to do something on their own within their country."Action items for people to help support Ukraine"I think it's really important to talk about it. And we probably are at the point where people are just getting tired of negative news and the war. They're trying to move on. But in reality, it's important for all of us, as I mentioned. It's really a war against freedom and the war against Western values. There are a few action items. So, first of all, it's probably most important. Please, use your rights as citizens and appeal to elected representatives. Just move this top on their agenda, essentially. Let them know that it's important for you and let them know that, if they want to be elected for the next term, they should be helping Ukraine. I think that's a really important thing.Secondly, Ukraine needs weapons. We have been winning. The problem is there are five Russian soldiers and one Ukrainian, and there are three tanks on one Ukrainian missile launcher. So, to really fight back, Ukraine needs weapons.The third thing, and it's really important. I recommend donating. I've received so many donations for the Ukrainian cause. And it's like tens of thousands of dollars that were channeled through me to NGOs who are helping victims of war, who are helping soldiers now. I really appreciate that."How can businesspeople and entrepreneurs help the cause?"As businessmen, as graduates of Haas, we are making purchasing decisions, all of us. At some point, we either will be or we are. Don't buy Russian products, because by buying Russian products, you are paying companies who are going to pay taxes in Russia that, in turn, going to be used to finance the war. And it's a vote that we are making with our wallets. So, be mindful of that. And please, check your channels."Show Links:Valentyn Zadorin LinkedInRazom for UkraineLost Kingdom by Serhii Plokhy Support this podcast at — https://redcircle.com/onehaas/donations

Joining us today for an insightful discussion on emerging markets is Amit Goel, portfolio manager with Fidelity International. Amit is based in Singapore and has over 15 years of experience covering emerging markets equities. He is a member of the Global Emerging Markets team and manages several Emerging Market strategies. Historically, emerging markets have presented strong opportunities to capture higher returns in fast-growing regions. But with ever-present challenges facing the global economy - including growing geopolitical risks, inflationary pressures, and a slowdown in China - many are wondering if this thesis still holds true. So, given that different regions have varying investment risks, how should investors approach investing in emerging markets? And how will consumers in emerging markets be affected by higher inflation and rising rates? Amit shares his insights today with host Pamela Ritchie. Recorded on April 28, 2022. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca. FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics' Advisor Digital Experience Study.

In this episode of Emerging Markets Decoded, Mickael Gondrand of the Sovereign team joins host Shirin Mohammadi to discuss the credit implications of rising food prices for emerging and frontier markets. Plus, Thaddeus Best of the Global Emerging Markets team discusses the reasons why emerging markets are more likely to be able to withstand tightening global financial conditions than in the past.Related content on Moodys.com (some content only available to registered users or subscribers): Sovereigns – Emerging & Frontier Markets: High food prices will exacerbate macroeconomic challenges, raise social risks; Middle East & Africa most exposedEmerging Markets - Global: Financial Conditions Monitor: March 2022 Credit Conditions – Global Five areas to watch as the US Federal Reserve embarks on a rate-hike cycle

We were lucky enough to have Rob Brewis from Aubrey Capital Management join us this week on the podcast and we discuss why the emerging market consumer story is such an appealing one to invest in.                              https://www.aubreycm.co.uk/                              https://www.linkedin.com/in/rob-brewis-6b34bb13/                              https://vermeerllp.com/                              https://www.linkedin.com/in/paul-dixey/  

John Malloy, manager of the RWC Global Emerging Markets fund, believes that raw materials stocks will be a huge driver for emerging markets, due to their crucial role in the transition to green energy. The fund manager is particularly bullish towards Zambia's largest mining company, First Quantum Minerals, due to its focus on copper mining. Other plays in the strategy include Chilean firm SQM (Sociedad Química y Minera), which is the largest lithium producer globally. Malloy also discusses how Evergrande and the more onerous regulation of Chinese tech companies has impacted the rest of emerging markets. Despite contagion in Chinese equity markets, companies from the one party state still remain the largest allocation in Malloy's portfolio. The fund manager also explained why he had been upping his position in Chinese tech giants Meituan and Tencent. Over three years the Global Emerging Markets fund has returned 37.4% compared with a sector average of 27.4%.

Dr. Murat Ulgen, HSBC's Global Head of Emerging Markets Research discusses with Chris Brown-Humes how EM is performing across regions and asset classes, delving into the big issues facing EM right now, such as Fed tapering, global growth, inflation and liquidity. This episode was recorded on Wednesday 22 September 2021. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research please click here. Hosted on Acast. See acast.com/privacy for more information.

With more than half of the world's population living in cities like New Delhi, Mexico City, Beijing, São Paulo, and Kuala Lumpur, we're taking a look at what's driving the future of food in emerging markets. Taking us on a journey of future food trends is our host, Sandeep Das, Global Foresight Lead, Emerging Markets at Mars Wrigley. Joining him are Blas Maquivar, President, Global Emerging Markets at Mars Wrigley, Food Futurist Tony Hunter, and Alki Manias, Executive Vice President of the VR simulations provider StoreLab. In this episode, we discuss how emerging markets will explode in the next few decades and what that means for FMCG. To do that, we explore current consumer behaviors, the recent growth in e-commerce, and issues like sustainability that are increasingly important to younger generations. What will the food industry look like in 2050? How will retailers provide a more experiential approach to the shopping experience as economies begin to boom and technology advances? Join us as we get curious about the future nuances and opportunities for this massive area of the world. ——— All views are those of the podcast hosts and guests only and do not necessarily reflect the views of their employer(s).

On todays podcast we are happy to be hosting Charlie Sunnucks, Ex Fund Manager at Jupiter Asset Manager and Author of "The Company Valuation Playbook". Buy the book here - https://amzn.to/2UEAV3QDuring the conversation Charlie talks about his Court, Castle and Moat approach to investing, behavioural biases or mistakes and the countries he believes are the most underrated by international investors. Charlies interest in finance began while he was studying an undergraduate degree in China. He has since worked at Jupiter Asset Management for the past 10 years, becoming Fund Manager for Global Emerging Markets in 2018. In 2021 he released the book "Company Valuation Playbook", a very simple step-by-step guide on how to value a company's shares, and make confident investment choices. Its targeted at anyone considering a career in finance or seeking to invest.Charlie Sunnucks - Linkedin - https://www.linkedin.com/in/charles-sunnucks-cfa-caia-40443319/Website - https://www.companyvaluationplaybook.com/WTFinanceInstagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfnTikTok - https://vm.tiktok.com/ZMeUjj9xV/iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Linkedin - https://www.linkedin.com/in/anthony-fatseas-761066103/Twitter - https://twitter.com/AnthonyFatseas

Welcome to Emerging Markets Decoded! Co-hosted by Ariane Ortiz-Bollin and Thaddeus Best of the Global Emerging Markets team, Emerging Markets Decoded delves into the latest developments impacting the credit environment for emerging market issuers across asset classes. In each episode, Moody's analysts join Ariane and Thaddeus to explore the ramifications of global macroeconomic and financial market developments, environmental, social and governance risks and other challenges for emerging economies. 

GEM countries may be slowing but there are some amazing companies there

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.

Hablamos con Rubén García Páez, director general de Columbia Threadneedle Iberia, sobre los mercados emergentes y, concretamente, el fondo Global Emerging Markets.

Con Felipe Moreno, director de desarrollo de negocio de Finizens, hablamos de la ultradiversificación y repasamos la rentabilidad de sus carteras. Después con Rubén García Páez, director general de Columbia Threadneedle Iberia, analizamos su fondo Global Emerging Markets. Psicología FInanciera con Ana Fernández Sánchez de la Morena, Socia Directora de AFS Finance, tratamos el miedo al fracaso. Después con Alvaro Antón Luna ,Country Head and Head of Distribution Iberia en Aberdeen Standard Investments, analizamos las oportunidades de Inversión en Europa. Por último recibimos a Carlota Pi, cofundadora y presidenta ejecutiva de Holaluz

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.

Gretchen Seay is the Managing Director and Co-Founder of Clearsight Advisors, Inc. Gretchen’s experience includes sell-side, buy-side and recapitalization transactions for private and public companies and she leads the firm’s activity in the Big Data Analytics and Public Sector Technology markets. Prior to joining Clearsight, Gretchen served as a senior member of the M&A teams at Agility Advisors and Updata Capital where she executed over 35 M&A and financing transactions for software and information technology services clients.During the financial crisis, Gretchen worked with PricewaterhouseCoopers (PwC) in assisting the federal government with divestitures of assets acquired through bank failures across the US. Gretchen led the Federal Transaction team at PwC and created the process through which billions of dollars of assets were sold back into the private sector. Gretchen began her career with Arthur Andersen where she spent four years in the Global Emerging Markets group working in Russia, Uzbekistan and Egypt on privatization and public–private partnership programs.Gretchen’s personal background includes honing her skills by negotiating with her three children on a daily basis and volunteering in school programs such as Girl Scouts and Co-Chair of the MadScience and Foreign Language programs. Gretchen was also appointed to serve on The Advisory Council for the McCombs School of Business at the University of Texas at Austin. She is also a member of the TeXchange Board.Gretchen earned a B.A. in International Studies from the Jackson School of International Studies at the University of Washington and later earned an MBA in finance from the Chicago Booth Graduate School of Business.

Ian Beattie from NS Partners, Portfolio Manager of the Nedgroup Investments Global Emerging Markets Equity Fund, has been investing in emerging markets for 25 years and will address ‘emerging markets – we’ve just begun’.

An update from the fund manager providing insight into the past quarter’s performance, attribution, portfolio positioning as well as sharing forward-looking prospects for the fund.

Ian Beattie, Co-CIO at NS Partners, the portfolio managers for the Nedgroup Investments Global Emerging Markets Equity Fund, provides an update of the Fund over the last quarter.

Javier Saade is Managing Partner of Impact Master Holdings and Venture Partner at Fenway Summer Ventures. He is chairman of the board of a private equity-owned financial services firm and serves on the Boards of Trustees of The Nature Conservancy and The Organization of American States Pan American Development Foundation. Saade also holds seats on the Global Board of Advisors of DocuSign, the Corporate Social Responsibility Board of Univision, and the Board of Advisors of Harvard University's Arthur Rock Center for Entrepreneurship. He is a founding member of Fast Company's Impact Council and a member of the National Association of Corporate Directors (NACD) and the Latino Corporate Directors Association (LCDA). Previously Saade was one of the highest-ranking Latinos during the Obama administration and the SBA programs he oversaw have invested over $128 billion into more than 300,000 companies. Before his White House appointment he spent time at organizations that include McKinsey & Company, Booz Allen & Hamilton, Bridgewater Associates, Global Emerging Markets and Abbott Laboratories. He holds an MBA from Harvard Business School, an MS from Illinois Institute of Technology, and a BS from Purdue University.

Aoifinn Devitt, head of investment - Ireland, moderates a discussion with Kunjal Gala, co-portfolio manager on the Global Emerging Markets team, and Steve Chiavarone, portfolio manager and equity strategist. Special Guest: Kunjal Gala.

The market meltdown spared almost no one, with Emerging Markets also suffering from deep first quarter losses. But what opportunities might there be moving forward? Kunjal Gala is a Co-Portfolio Manager for Global Emerging Markets at Federated Hermes, and he spoke to us on Prime Time about what some of trends he's tracking in Emerging markets, in terms of what sectors he's favoring and which ones he's still wary of.

This podcast takes place against the backdrop of broadening concerns on the coronavirus spread and the economic impact of that spread. We have seen unprecedented equity markets falls followed by sharp rises. But how are emerging markets fairing in what is a global problem? Richard Dunbar discusses the changing macro and market environments with Joanne Irvine, Deputy Head of Global Emerging Markets and Bob Gilhooly, Senior Emerging Markets Research Economist

Pascal has been with the company for more than 20 years, having served in different leadership positions in manufacturing, supply chain, and engineering, across Asia, Europe, and North America. He is now in charge of Supply for Global Emerging Markets, which include Latin America Middle East and Africa as well as Asia and Australia.Discover more details here.Some of the highlights of the episode:Having the right people on the right jobHow Mars handles the Coronavirus crisisHow e-commerce is changing the way Mars operateManaging 20 time zones in a global supply chain roleExamples of digital transformation in MarsBy 2025 Mars plans 100% of plastic packaging to be reusable, recyclable and compostableFollow us on:Instagram: http://bit.ly/2Wba8v7Twitter: http://bit.ly/2WeulzXLinkedin: http://bit.ly/2w9YSQXFacebook: http://bit.ly/2HtryLd

Nick Payne, Head of Global Emerging Markets, Merian Global Investors shares why he thinks the supply shock from the Aramco attacks are unlikely to be a big consideration during the FOMC policy meeting.

I just love the conversation with my good friend Sibo, for those that don’t know, Sibo has worked in the investment industry for more than a decade. He joined Old Mutual Investment Group in 2005 and is currently the joint boutique head of the Global Emerging Markets boutique.   I hope you enjoy this episode and that it helps you as much as it has helped me! Thank you for listening and thank you for sharing! 

Coronation Fund Managers — In this episode, investment analyst Lisa Haakman discusses key changes to our Global Emerging Markets Strategy in recent months and unpacks a few opportunities that excites us. Episode disclaimer - SA listeners · Episode disclaimer - Global (ex US) listeners · Episode disclaimer - US listeners

Coronation Fund Managers — In this episode, Kirshni Totaram, global head of institutional business, is joined by portfolio manager Suhail Suleman to talk about the prospects for global emerging market equities in 2019. Episode disclaimer - SA listeners · Episode disclaimer - Global (ex US) listeners · Episode disclaimer - US listeners

Business Day TV — Simon Brown and Caroline Cremen from AdviceWorx guide us through all the latest news on global markets. And later in the show they are joined by Suhail Suleman from Coronation to discuss their Global Emerging Markets Fund.

On BIV Today... How well positioned is Canada, and by extension B.C., to do business with countries across Asia in the coming years? Will we be looking to build even closer ties amid trade uncertainty with the U.S.? HSBC economist Fred Neumann (1:17), who’s in Toronto this week at the Global Emerging Markets conference, joins the show to discuss the state of Asian economies amid ongoing geopolitical uncertainty. And we’ve all heard the word blockchain bandied about the past two years. Now companies are wising up to the need to find credible technical experts in this emerging field. Lighthouse Labs co-founder Jeremy Shaki (14:46) discusses why his coding school is launching a new program aimed at experienced developers who want to become blockchain experts. Find Business in Vancouver stories in print and online at https://biv.com.

Richard Bravo, Bloomberg News EU Government Editor, and Julian Jessop, Institute of Economic Affairs Chief Economist, talk Europe's confusion over the U.S. administration's mercurial trade policy. Alison Williams, Bloomberg Intelligence Senior Banks Analyst, wraps the Deutsche Bank Shareholder Meeting earlier today.Geoff Dennis, UBS Investment Bank Head of Global Emerging Markets, says the dollar will go back down eventually and that will change sentiment for EM. Scott Mushkin, Wolfe Research Senior Retail Analyst & Managing Director, suggests Target should increase their food offerings to stay afloat. Craig Gordon, Bloomberg News Washington Bureau Chief, jumps on the phone to talk the breaking headlines: President Trump has cancelled his summit with North Korea's Kim  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Richard Bravo, Bloomberg News EU Government Editor, and Julian Jessop, Institute of Economic Affairs Chief Economist, talk Europe's confusion over the U.S. administration's mercurial trade policy. Alison Williams, Bloomberg Intelligence Senior Banks Analyst, wraps the Deutsche Bank Shareholder Meeting earlier today.Geoff Dennis, UBS Investment Bank Head of Global Emerging Markets, says the dollar will go back down eventually and that will change sentiment for EM. Scott Mushkin, Wolfe Research Senior Retail Analyst & Managing Director, suggests Target should increase their food offerings to stay afloat. Craig Gordon, Bloomberg News Washington Bureau Chief, jumps on the phone to talk the breaking headlines: President Trump has cancelled his summit with North Korea's Kim 

22. ESG within Emerging Markets (Fiona Manning-Investment Manager Global Emerging Markets Equities) by Aberdeen Standard Investments

Please note that this episode was recorded in the end of 2017.

Philip Staveley (@StaveleyPhilip) is a director at Amphora Portfolio Management, a bespoke wine investment business advising private investors. Philip graduated from St. Andrews in 1980, has worked in Hong Kong and London as an Asian equities broker, and built the first ever composite Global Emerging Markets distribution platform for Deutsche Bank. He is a fine wine investor himself and loves sharing wine with others.  You can learn more about Philip at http://crupodcast.com/show/philipstaveley We invite you to subscribe to the podcast on iTunes and leave a review. It helps other people find the show. Follow us on Instagram and hashtag your wine pictures with #crupodcast to be featured on our feed. http://instagram.com/crupodcast