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Podcast was recorded on 10th July 2024
You can also listen to this podcast on Apple Podcasts.
Emerging Markets Monthly Insight: Anta shows upside from an emerging sporting superpower
From lithium to gold, we delve into commodities’ current trends and dynamics, offering insights into the forces shaping markets.
Following his recent trip to the region, Matt Williams, senior investment director on the Global Emerging Markets desk, found a lot to be confident about.
Examining how the recent Indian election result has created volatility but is unlikely to derail the country's economic growth trajectory.
Between a pandemic, escalating trade tensions, and a war, companies are making their supply chains more resilient, creating a plethora of opportunities in Asia.