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Podcast was recorded on 10th July 2024
You can also listen to this podcast on Apple Podcasts.
Devan Kaloo looks at how the US presidential election result might impact emerging market equities.
Highlighting the value of pick-and-shovel investing in Asia’s tech sector, urging investors to focus on smaller, lesser-known tech enablers rather than just large companies.
In the latest episode of the Emerging Markets Equities podcast, Nick Robinson sits down with Michael Langham to discuss the US election.
Which emerging-market companies are capable of paying dividends over the long-term?
Emerging Markets Monthly Insight: Anta shows upside from an emerging sporting superpower