Emerging Markets Podcasts
Emerging Markets Podcasts
Emerging Markets Pulse
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
In this episode, host Michelle Martin talks with Vance Tan, Financial Services Manager at Phillip Capital, about why North Asia – Japan, South Korea, and Taiwan – is emerging as a new engine for global growth. Tan highlights Japan’s re‑rating potential driven by corporate governance reforms, higher dividends and buybacks; South Korea’s cheap, chip‑centric market poised for earnings acceleration as memory demand rebounds; and Taiwan’s dominant role in AI‑related semiconductor manufacturing via TSMC. He also stresses the importance of AI infrastructure themes such as semiconductors, data‑center cooling, and cybersecurity, while warning investors about currency risk when investing overseas.
In this J.P. Morgan Weekender episode, Bruce Kasman and Joe Lupton dissect the latest U.S. labor market data, ongoing energy price shocks, and their implications for global growth. They highlight that while growth momentum remains supported by technology and business...
The episode examines whether a collapse of the US dollar is imminent, focusing on how recent Middle East conflicts have accelerated the shift of some nations toward trading oil in currencies like the yuan, ruble, or cryptocurrencies to avoid US...
In this episode of Turkey's Diplomacy, financial consultant Laurent Lecoe explains that the ongoing Iran war, dubbed Operation Epic Fury, is pushing the global economy into stagflation, with rising inflation and stagnant growth. He highlights how oil supply disruptions are...
The episode examines the shift toward "military Keynesianism," where governments increasingly use defense spending to stimulate economic growth as traditional civilian investment loses its effectiveness. The host contrasts mainstream economic theory, which assumes equilibrium and smooth cycles, with the reality...
The Wall Street Journal’s What’s News covers the United Arab Emirates’ shift toward becoming a combatant in the Iran‑U.S. conflict, as it prepares to help force‑open the Strait of Hormuz by clearing mines and supporting a U.N. resolution authorizing military action. Middle‑East...
The episode explains that Kharg Island is Iran’s primary oil export hub, handling over 90% of the country’s crude shipments—about 1.7 million barrels a day, or roughly 1.5% of global supply. Experts Humayun Falak Shahi (Kpler) and Dr. Anahita Motazad‑Rad (LSE)...
In this episode, RAINN analyst Chase Blazik explains how the Iran war is reshaping security and energy dynamics across the Asia‑Pacific. He details the recent Washington summit between Japan’s Prime Minister Takeichi and President Trump, highlighting Japan’s delicate balancing act...
In this Inside Economics episode, Mark Zandi and co‑hosts discuss the rising probability of a U.S. recession amid the Iran‑Israel conflict, higher oil prices, and tightening financial conditions. Using a random‑forest model that aggregates dozens of leading indicators—especially labor market...
The episode examines the surprising resurgence of emerging‑market bond issuance, led by African issuers such as Angola and telecom tower firm Helios, while Central‑Eastern European and Middle‑Eastern markets remain largely dormant due to war‑related volatility. George Collard explains why lower‑rated...
The episode examines how the US‑Israel conflict with Iran is driving a fuel crisis that is hitting Asian economies hardest, especially Southeast Asia, where soaring oil and gas prices are inflating food costs and prompting emergency measures. Albert Park of...
Apple CEO Tim Cook’s recent trip to China, highlighted by a flagship store opening and remarks at the China Development Forum, underscores Apple’s heavy reliance on iPhone sales in the mainland, which are up 23% in 2026 despite a shrinking...
The episode reviews Tuesday’s market outlook, focusing on how geopolitics—especially President Trump’s remarks about renewed U.S.-Iran talks and the still‑closed Strait of Hormuz—are driving oil prices and, in turn, equities, bonds, and the dollar. Crude’s recent dip below $88 per...
In this episode, Justin McShane outlines the sudden European energy crisis triggered by Israel’s strike on Iran’s South Pars field and Iran’s retaliation that crippled Qatar’s Ras Laffin LNG hub, cutting 20% of global supply. He explains how soaring gas...
In this episode, Chris Sheldt‑Hoheaton talks with Dominic Scriven, founder and chair of Dragon Capital, about Vietnam’s evolution from a war‑torn, isolated economy to the region’s most dynamic emerging market. Scriven recounts his personal journey—from learning Vietnamese in Hanoi to...
