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 live Sinocism episode, FT China correspondent Demetri Sevastopulo discusses the delayed Trump‑China summit, attributing the postponement to domestic political concerns and the ongoing Iran conflict rather than bilateral tensions. He outlines the key players shaping U.S. China policy under the current Trump administration, highlighting trade chief Scott Bessent and USTR deputy Jameson Greer as the primary drivers, while noting a shift away from structural economic reforms toward managing trade balances. Sevastopulo also touches on recent Paris trade talks, suggesting modest progress in reducing the U.S. trade deficit with China, and speculates on the logistical challenges of rescheduling high‑level meetings later in the year.
In Episode 48, Alex Jung and Wesley Blight discuss how the recent Middle East conflict—particularly the direct confrontations involving the US, Israel, and Iran—affects investment portfolios. They explain that while energy prices and inflation expectations spike due to disrupted oil...
In this episode of Prop G Markets Live, Scott Galloway and Ed Elson examine how the ongoing war with Iran is reshaping global financial markets, highlighting disruptions in oil supply, heightened geopolitical risk premiums, and shifting investor sentiment. They also...
In this episode, Gustavo Medeiros of Ashmore Group and Bloomberg Intelligence’s Damian Sassower examine how the war‑induced oil shock is pressuring emerging market (EM) economies with rising energy costs, stagflation risks, and declining asset prices. They discuss the extraordinary policy...
The episode breaks down Vietnam’s 14th National Party Congress, where To Lam was reaffirmed as General Secretary and an ambitious 10% annual GDP growth plan was set. Analyst Nate Fishler explains how the upcoming March National Assembly elections could further...
In this episode Deepika Singh talks with Rajamani Krishnamurthy, President of the Indian Stainless Steel Development Association (ISDA), about the rapid expansion of India’s stainless‑steel sector and the structural challenges it faces. Krishnamurthy stresses that the biggest hurdle is the prevailing...
In this episode, Daniel Levine talks with Feng Nying Zhang, a partner at McKinsey Shanghai, about Asia’s rapid rise as a global hub for biopharmaceutical innovation, highlighted by a McKinsey report showing the region’s share of innovative drug pipelines jumping...
In this IMF podcast, Directors Rodrigo Valdés and Deputy Era Dabla‑Norris discuss the surge in global debt, now approaching 100% of GDP, and the challenges of translating fiscal policy into politically viable actions. They explain how pandemic‑driven spending, prolonged low...
In this episode, host Melanie Schaefer and CraneShares senior investment strategist Derek Yan discuss how the concentration of U.S. mega‑cap stocks is driving investors to seek diversification in emerging markets (EM), especially as the dollar shows signs of weakening. Yan...
In this episode of Polar Geopolitics, host Eric Pagli discusses China's growing interest in the Arctic, focusing on Greenland's critical raw material potential, with insights from China specialist Gerhard Hegelund and Greenland mining expert Nick Bake‑Heilman. The conversation explores China's...
In this episode of Global Dispatches, host Mark Leon Goldberg talks with Ethiopian‑Canadian journalist Zacharias Zelalem about Ethiopia’s rapid slide toward a new, potentially regional war. Zelalem outlines recent flashpoints: mass troop deployments northward, the Ethiopian government’s revocation of Tigray’s...
In this episode, Russ Roberts talks with journalist Karen Elliott House about her new book on Crown Prince Mohammed bin Salman, examining the Saudi leader’s drive to modernize the kingdom while consolidating political power. House outlines MBS’s motivations—economic diversification, geopolitical influence, and...
In this 17‑minute episode, South America analyst Mario Braga explains RANE’s geopolitical analysis methodology, illustrating it with the shifting U.S.–Venezuela relationship. He details how analysts monitor political, economic, and security indicators, assess scenario probabilities, and translate findings into actionable intelligence...
In this episode, Stephen Sargeant talks with Mouloukou Sanoh, CEO of Mansa, about how stablecoin infrastructure is reshaping global payments, enabling instant cross‑border settlement, and driving adoption in emerging markets, while addressing regulatory challenges and interoperability with fiat. The conversation...
In this episode, Dr. Eric Paglia talks with Dr. Andreas Raspotnik, a senior researcher at the Fridtjof Nansen Institute, about the European Union’s rising geopolitical role in the Arctic. They examine how the EU’s response to the recent Greenland crisis...
In this episode, host Jonathan Fulton talks with Dr. Eva Seiwert about the Shanghai Cooperation Organization’s expanding role in the Middle East, noting Iran’s recent full membership and the region’s growing list of dialogue partners. Seiwert explains the SCO’s dual nature—as...
In this episode, host Michelle Martin breaks down Singapore's Budget 2026, highlighting Prime Minister Lawrence Wong's AI‑centric growth plan and its implications for local equities and AI‑infrastructure stocks. She then shifts focus to China, evaluating the prospects of EV leaders...
In this episode, host Eimear Daly and emerging‑market specialist Aditya Sharma break down the newly signed India‑US trade agreement, highlighting how it could boost Indian equities and strengthen the rupee by improving export competitiveness and attracting foreign investment. They then...
The episode examines how shifting trade flows, tighter vessel availability, and rising freight costs are reshaping the global bitumen market in 2026, especially for Asian importers. It highlights a surge in Chinese bitumen exports that are undercutting traditional suppliers to...
In this 17‑minute episode, RANE’s South Asia analyst Misha Iqbal breaks down the key actors and forces shaping Bangladesh’s upcoming election—the first since the 2024 pro‑democracy uprising that removed Sheikh Hasina from power. Iqbal outlines the political landscape, including emerging...
