Podcast terbaik Emerging Markets (2023)

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Moody's Talks - Emerging Markets Decoded

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COP28 climate summit highlights carbon transition risks for emerging markets 20:14

6d ago20:14

20:14

Carbon transition, adaptation to climate change and climate finance – core topics at COP28 – are crucial for EMs because of their exposure to environmental risks and limited capacity to respond. Speakers: Rebecca Karnovitz, VP-Senior Credit Officer at Moody’s Investors Service; Matt Kuchtyak, VP-Sustainable Finance at Moody’s Investors Service Host…

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Moody's Talks - Emerging Markets Decoded

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Economic considerations underpin stable emerging market 2024 outlook 15:06

18d ago15:06

15:06

EM GDP growth will slow, largely because of China’s slowdown. Export-led EMs will suffer from weak global trade activity, but domestic-focused EMs will fare better. Pockets of inflation risk exist. Speaker: Vittoria Zoli, Analyst - Emerging Markets, Moody's Investors Service Host: Scott Phillips, Associate Managing Director - Emerging Markets, Mood…

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The Emerging Markets Equities Podcast

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Smoke Stacks to Chip Stacks - how EM is driving the next generation of infrastructure 19:47

1M ago19:47

19:47

In the latest episode of the Emerging Markets Equities podcast, Nick is joined by Pruksa Iamthongthong to evaluate the AI revolution within emerging markets. Discussing how emerging markets benefit, US export control rule and how this will impact China.Oleh abrdn

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Moody's Talks - Emerging Markets Decoded

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Emerging market central banks reassess pace of monetary easing as US Fed holds rates for longer 12:13

1M ago12:13

12:13

Continued high US interest rates, strong US dollar and possible rise in commodity prices mean EM central banks are likely to recalibrate the pace, if not the depth, of their interest rate cuts. Speaker: Vittoria Zoli, Analyst - Emerging Markets, Moody's Investors Service Host: Scott Phillips, Associate Managing Director - Emerging Markets, Moody's …

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Moody's Talks - Emerging Markets Decoded

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A focus on emerging markets as bond yields and oil prices oscillate, plus a deep dive on Egypt 20:09

2M ago20:09

20:09

This podcast episode examines the effect of interest-rate and oil-price volatility on EM, inflation in Asia and Central-Eastern Europe, monetary policy in LatAm and Egypt’s weakening credit quality. Speakers: Vittoria Zoli, Analyst - Emerging Markets, Moody's Investors Service and Elisa Parisi-Capone, Vice President - Senior Analyst - Sovereigns, M…

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Moody's Talks - Emerging Markets Decoded

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How recent US, UK, euro area monetary policy decisions, US dollar strength affect emerging markets 23:34

2M ago23:34

23:34

Moody’s strategists discuss recent central bank decisions, EM financial conditions, US dollar strength and EM currency weakness, Poland’s election and India’s inclusion in an EM government bond index. Speakers: Vittoria Zoli, Analyst -- Emerging Markets, Moody's Investors Service and Steffen Dyck, Senior Vice President -- Sovereigns, Moody's Invest…

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The Emerging Markets Equities Podcast

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We need to talk about the ex – is EM as an asset class ready to separate from China? 25:05

2M ago25:05

25:05

In the latest episode of the Emerging Markets Equities podcast, Nick is joined by Hasnain Malik from Tellimer to evaluate emerging markets as an asset class. Discussing China and US relations, manufacturing diversification and the commodity cycle.Oleh abrdn

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Moody's Talks - Emerging Markets Decoded

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Disinflation continues in EMs; Mexico’s industrial production rises; Gabon’s outlook turns negative 20:07

3M ago20:07

20:07

Moody’s analysts discuss the country-specific reasons inflation is slowing in emerging markets; why Mexico’s industrial production is increasing; and how Gabon’s coup factored into its outlook change. Speakers: Vittoria Zoli, Analyst – Emerging Markets, Moody's Investors Service and Mickaël Gondrand, Analyst – Sovereigns, Moody’s Investors Service …

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Moody's Talks - Emerging Markets Decoded

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Stress in China’s property sector has potential knock-on effects across multiple sectors 19:07

3M ago19:07

19:07

In this episode, Moody’s analysts discuss the reasons for the current property-sector stress and the potential effects for developers, banks that finance them, local authorities and the economy. Host: Scott Phillips, Associate Managing Director – Emerging Markets, Moody’s Investors ServiceOleh Scott Phillips

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The Emerging Markets Equities Podcast

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The cusp of a lost decade, is China at risk of Japanification? 28:24

3M ago28:24

28:24

In the latest episode of the Emerging Markets Equities podcast, Nick Robinson sits down with Bob Gilhooly to look at all things China. Covering geopolitics and potential comparisons between China today and Japan 30 years ago.Oleh abrdn

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Moody's Talks - Emerging Markets Decoded

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More emerging market sovereigns pursue debt-for-nature swaps to reduce debt burdens 24:41

3M ago24:41

24:41

Moody’s analysts discuss the growing use – and credit effect – of these transactions amid some sovereigns’ debt sustainability concerns and a need to invest in climate initiatives. Speakers: Thorsten Nestmann, Senior Vice President - Group Credit Officer, Sovereigns and Christopher Bredholt, Vice President - Senior Credit Officer, Public Project an…

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Moody's Talks - Emerging Markets Decoded

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Emerging Markets insights and view ahead with Kojo Amoo-Gottfried 28:03

4M ago28:03

28:03

BSI Fund Chief Investment Officer Kojo Amoo-Gottfried joins Emerging Markets Decoded to discuss emerging markets topics including the macro perspective and investor sentiment toward the asset class. Speaker: Kojo Amoo-Gottfried, Chief Investment Officer, BSI Fund Hosts: Scott Phillips, AMD – Emerging Markets, Moody’s Investor’s Service; Vittoria Zo…

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Moody's Talks - Emerging Markets Decoded

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China’s soft economic recovery raises contingent liability risks from LGFVs 19:41

4M ago19:41

19:41

Moody’s analysts discuss the economic and credit outlook for China, including the role of local government financing vehicles (LGFVs) and their debt burdens, and the latest on the property sector. Speakers: Lillian Li, VP-Senior Credit Officer, Moody’s Investors Service; Jessie Tung, VP-Senior Credit Officer, Moody’s Investors Service Host: Vittori…

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The Emerging Markets Equities Podcast

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New path along the Cordillera - Mexico and nearshoring 31:05

5M ago31:05

31:05

In the latest episode of the Emerging Markets Equities podcast, Nick Robinson sits down with Eduardo Figueiredo and Tiago Rodrigues to discuss all things nearshoring in Mexico. Looking at the drivers, politics, and their recent trip to the country.Oleh abrdn

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Moody's Talks - Emerging Markets Decoded

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South Africa power cuts dim economic outlook 22:38

5M ago22:38

22:38

Moody’s analysts discuss the credit effects of South Africa’s energy crisis, including macro and social implications, as well as the government’s plans to address the crisis. Speakers: Aurelien Mali, Vice President – Senior Credit Officer, Moody’s Investors Service; Neil Griffiths-Lambeth, Associate Managing Director, Moody’s Investors Service Host…

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Moody's Talks - Emerging Markets Decoded

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Debt sustainability is at risk for frontier market sovereigns 15:45

5M ago15:45

15:45

Moody’s analysts discuss updates to long-term sovereign debt forecasts, accounting for recent market conditions, including higher inflation and interest rates. Speaker: Lucie Villa, Vice President – Senior Credit Officer, Sovereign Risk Group, Moody’s Investors Service Host: Scott Phillips, Associate Managing Director – Emerging Markets, Moody’s In…

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Moody's Talks - Emerging Markets Decoded

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Moody’s Global Emerging Markets Summit 2023: High hopes, higher risks? 26:12

6M ago26:12

26:12

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 House Host: Scott Ph…

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INSEAD Emerging Markets Podcast

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$8.5B emerging market asset management - Nick Rohatyn, The Rohatyn Group 36:09

6M ago36:09

36:09

Nicolas Rohatyn serves as Chief Executive Officer of The Rohatyn Group. TRG is a team of 190+ emerging market specialists in 18 countries dedicated to pursuing investment opportunities in these economies by focusing on areas of structural inefficiency and special opportunity. The firm has over $8 billion in assets under management and splits its in…

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The Emerging Markets Equities Podcast

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Spring tide: how will EM benefit from nearshoring 24:58

6M ago24:58

24:58

In the latest episode of the Emerging Markets Equities Podcast, Gabriel Sacks joins Nick Robinson to discuss the trend of nearshoring and how the changing structure of global supply chains is impacting the companies and economies of emerging markets.Oleh abrdn

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Moody's Talks - Emerging Markets Decoded

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Is India the next emerging market powerhouse? 16:21

6M ago16:21

16:21

Moody’s analysts discuss India’s growing manufacturing and infrastructure sectors, favorable demographics and potential to achieve significant scale across multiple sectors in the next decade. Speaker: Kaustubh Chaubal, Senior Vice President – Corporate Finance, Moody’s Investors Service Host: Scott Phillips, Associate Managing Director – Emerging …

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Moody's Talks - Emerging Markets Decoded

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Emerging markets with nature-dependent sectors face natural capital depletion risks 15:45

7M ago15:45

15:45

Moody’s analysts explore credit risks related to natural capital and biodiversity loss, why emerging markets are more at risk than advanced economies and which sectors are most exposed. Speakers: Lucia Lopez, VP – Senior Credit Officer, Moody’s Investors Service; Rahul Ghosh, MD – Sustainable Finance, Moody’s Investors Service Host: Kelvin Dalrympl…

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Moody's Talks - Emerging Markets Decoded

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Cost-of-living crisis weakens social contracts across the globe, adding to global economic risks 11:20

7M ago11:20

11:20

Moody’s analysts explore credit risks related to the social contract, and how a weakening in the contract is often associated with credit deterioration in the countries where it takes place. Speakers: Elisa Parisi-Capone, VP – Senior Analyst, Moody’s Investors Service; David Rogovic, VP – Senior Credit Officer, Moody’s Investors Service Host: Shiri…

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The Emerging Markets Equities Podcast

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Conscious uncoupling? EM currencies and the dollar 22:38

7M ago22:38

22:38

What are the roles that EM currencies play in driving total returns for investors? Nick Robinson & Kieran Curtis sit down to discuss performance of EM currencies, the dollar and the currencies coupled to it.Oleh abrdn

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Moody's Talks - Emerging Markets Decoded

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Emerging market corporate credit quality better placed to handle next downturn 15:43

8M ago15:43

15:43

Moody's analysts explore two downside scenarios to frame the likely impact of a US recession on EM corporates, combining lessons from past downturns with the many changes to the credit landscape in the years since. Speakers: Kelvin Dalrymple, VP – Senior Credit Officer, Moody's Investors Service; Vittoria Zoli, Analyst, Moody's Investors Service Ho…

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INSEAD Emerging Markets Podcast

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Climate Tech Innovation with Jamil Wyne, founder of Climate Tech Bootcamp 40:46

8M ago40:46

40:46

Jamil Wyne is an INSEAD 18J and advisor, investor, professor and author focusing on climate, entrepreneurship, technology and economic development around the world, including a strong concentration on climate change. Worked with World Bank, IFC, UN, Clean Energy Venture Group, Catalyst Investment Management, Schmidt Futures, Wamda, and Ashoka. INSE…

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Moody's Talks - Emerging Markets Decoded

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World Bank-IMF Spring Meetings will cover range of emerging market credit topics 19:09

8M ago19:09

19:09

Moody’s analysts explore the key themes and policy issues likely to be at the center of the upcoming World Bank and IMF Spring Meetings, including banking turmoil, tightening credit, ESG and more. Speaker: Marie Diron, Managing Director – Sovereign Risk, Moody’s Investors Service Host: Scott Phillips, Associate Managing Director – Emerging Markets,…

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Moody's Talks - Emerging Markets Decoded

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Mark Zandi on Fed rate hike, banking stress, recession risks and implications for emerging markets 12:17

9M ago12:17

12:17

The chief economist of Moody’s Analytics joins host Shirin Mohammadi to discuss the US Federal Reserve’s recent rate decision and response to banking stress, recession risks and more. Speaker: Mark Zandi, Chief Economist, Moody’s Analytics Host: Shirin Mohammadi, VP – Senior Research Writer, Moody’s Investors Service…

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Moody's Talks - Emerging Markets Decoded

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US bank failures have ripple effects worldwide 14:25

9M ago14:25

14:25

Moody’s analysts discuss recent developments in the US and European banking systems, the implications for monetary policy and potential spillovers to emerging markets across the globe. Speakers: Donald Robertson, AMD – Financial Institutions, Moody’s Investors Service; Nick Hill, MD – Financial Institutions, Moody’s Investors Service; Eugene Tarzim…

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The Emerging Markets Equities Podcast

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EM income, a new investing approach for a new era 26:08

9M ago26:08

26:08

In the latest episode of the Emerging Markets Equities podcast, Nick Robinson is joined by Matt Williams to evaluate the income investing landscape over the last few years. Discussing changes in market regime, dividends and ESG implications.Oleh abrdn

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Moody's Talks - Emerging Markets Decoded

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Islamic finance set to continue its steady expansion in 2023 19:23

9M ago19:23

19:23

In this episode of Moody’s Talks – Emerging Markets Decoded, Nitish Bhojnagarwala of the Financial Institutions team and special guest Sohail Ali of DLA Piper join host Scott Phillips to discuss the outlook for Islamic finance across emerging markets. Plus, they dive into the intersection of ESG and Islamic finance, and the risks associated with “g…

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Moody's Talks - Emerging Markets Decoded

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Will Nigeria’s presidential elections affect credit conditions for banks and the sovereign? 13:19

9M ago13:19

13:19

In this episode of Moody’s Talks – Emerging Markets Decoded, Ighosime Oyofo and Mik Kabeya of the Financial Institutions team and Lucie Villa of the Sovereign team join host Scott Phillips to discuss the credit implications of Nigeria’s presidential elections, with a focus on the banking system and the sovereign. Related research Government of Nige…

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INSEAD Emerging Markets Podcast

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Mass transit as a last mile logistics solution for SE Asian cities - Onno Pfeiffer, co-founder of Diolko 35:53

9M ago35:53

35:53

Onno Pfeiffer is an INSEAD GEMBA 19 and is the co-founder of Diolko. Diolko's sustainable last mile delivery solution leverages underutilized city infrastructure to improve quality of life for everyone by reducing both greenhouse gas emissions and traffic congestion. Subscribe and follow the INSEAD Emerging Markets Podcast on Spotify, Apple, or Goo…

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Moody's Talks - Emerging Markets Decoded

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Tight financing conditions will continue to challenge frontier markets' credit strength 10:30

9M ago10:30

10:30

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 v…

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The Emerging Markets Equities Podcast

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Shifting Sands: How Middle Eastern markets are emerging on the world stage 23:18

10M ago23:18

23:18

In the latest episode of the Emerging Markets Equities podcast, Nick Robinson sits down with Nina Petry to discuss how the Middle East has become a major part of emerging markets and what is behind this growth. We discuss drivers of growth going forward, the evolving opportunity set, and some of the ESG challenges of the region.…

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Moody's Talks - Emerging Markets Decoded

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Political unrest adds to credit pressures across Latin America 13:57

10M ago13:57

13:57

In this episode of Moody’s Talks – Emerging Markets Decoded, Jaime Reusche of the Sovereign team joins host Ariane Ortiz-Bollin to discuss the credit implications of political unrest in Peru, how it compares to recent events in Brazil and credit distress in Argentina. Plus, Valeria Azconegui of Moody’s Local shares insights from the ground. Related…

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INSEAD Emerging Markets Podcast

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Regenerative Agriculture in Pakistan with Taimur Malik of Drawdown Farm 1:26:09

10M ago1:26:09

1:26:09

Taimur Malik, Co-Founder and Ideator of Drawdown Farm joined us to speak about regenerative agriculture's role in addressing the world's polycrises and the amazing results he's had so far on his farm in the Thar Desert of Pakistan. Prior to founding Drawdown Farm, Taimur was an Analyst at Citibank, Chief Executive at Moiz Textiles, and co-founded T…

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INSEAD Emerging Markets Podcast

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VC in India with Brendan Rogers of 2am VC (formerly Wag!'s co-founder) 40:55

10M ago40:55

40:55

Brendan Rogers is the Co-Founder of 2am VC, an early-stage India Fund. Previously, Brendan co-founded Wag! (NASDAQ) PET, the largest pet platform in the US. Before Wag!, Brendan co-founded a social discovery service to meet new people, which grew to over 50 million users in over 10 countries, and was acquired by IAC in 2014. In this podcast, Brenda…

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Moody's Talks - Emerging Markets Decoded

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Despite mixed outlook, Middle East houses one of 2023’s few bright spots 16:45

10M ago16:45

16:45

In this episode of Moody’s Talks – Emerging Markets Decoded, Christian Fang and Alex Perjessy of the Sovereign team join host Shirin Mohammadi to discuss the outlook for sovereigns across the Middle East and North Africa. Plus, they explore how recent developments in Iran could affect the rest of the region. Related research: 2023 outlook negative …

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INSEAD Emerging Markets Podcast

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Fair FX transfers for emerging market currencies with Mike Robertson and Adrian Brown, founders of AbbeyCross 26:14

11M ago26:14

26:14

AbbeyCross is a business-to-business FX trading and compliance marketplace for emerging market (EM) currencies. Available to banks and payment providers, it brings deeper EM currency liquidity, previously unavailable price transparency and market data to a fragmented EM payment industry. With AbbeyCross, banking participants are able to secure and …

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The Emerging Markets Equities Podcast

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Impact on China of US semiconductor export regulations, bump in the road or worse? 24:39

11M ago24:39

24:39

In the latest episode of the Emerging Markets Equity podcast, Nick Robinson sits down with Pruska Iamthongthong and Karl Li to discuss the new chip export restrictions, what they are, and also implications for China and those companies in the supply chain.Oleh abrdn

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INSEAD Emerging Markets Podcast

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From consulting in China to founding a CFO automation startup in Mexico with Javier Cunat, co-founder of Diligo 37:41

11M ago37:41

37:41

Javier Cunat is a TIEMBA 2014 and COO/Director of Diligo, which offers advisory and CFO services for startups in Spain and Mexico. In this episode we explore his 14 years in China and subsequent move to found a startup in Mexico. Subscribe and follow the INSEAD Emerging Markets Podcast on Spotify, Apple, or Google.…

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Moody's Talks - Emerging Markets Decoded

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Will China’s zero-covid policy reversal provide a boon to emerging markets in 2023? 15:48

11M ago15:48

15:48

In this episode of Moody’s Talks – Emerging Markets Decoded, Gene Fang of the Sovereign team joins host Scott Phillips to discuss the outlook for credit conditions in China as it lifts Covid restrictions and reopens its economy, with a special focus on regional and local governments, the property sector, as well as potential implications for other …

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INSEAD Emerging Markets Podcast

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Founder of Asia's largest proptech company, creator of 3 unicorns, Georg Chmiel 38:37

11M ago38:37

38:37

Georg Chmiel is an INSEAD 96D and the Co-Founder / Chair of Juwai-IQI Holdings, the largest proptech group in South East Asia with more than 30,000 sales agents. He is also responsible for creating 3 unicorns. His previous experience includes Executive Chairman of iCarAsia (ASX:ICQ), the number 1 online automotive marketplace for SE Asia. He was al…

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Moody's Talks - Emerging Markets Decoded

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Lower growth and higher rates will weigh on African issuers 19:27

12M ago19:27

19:27

In this episode of Moody’s Talks – Emerging Markets Decoded, David Rogovic of the Sovereign team and Mik Kabeya of the Financial Institutions team join host Scott Phillips to discuss credit dynamics in Africa amid the US-Africa Leaders Summit in Washington DC. Plus, Matt Pirnie, Head of Ratings at GCR Ratings joins as a special guest to discuss the…

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INSEAD Emerging Markets Podcast

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Innovating Latin American food and ag sectors with Emilie Abrams of Yield Lab 30:41

12M ago30:41

30:41

Emilie Abrams is an INSEAD 21J and Principal at The Yield Lab Mexico. The Yield Lab is a VC fund formed in 2014 to address a lack of capital and support for early stage agriculture technology companies. It invests in seed stage to growth stage agtech companies, providing international business connections and the resources of the entire Yield Lab i…

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INSEAD Emerging Markets Podcast

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Crypto's applications in Emerging Markets with Lloyd Brown, Head of Emerging Markets at Easy Crypto 35:06

12M ago35:06

35:06

Easy Crypto is New Zealand's largest cryptocurrency retailer transacting over $1b in sales, and has now expanded to Australia and South Africa as well. Lloyd Brown is Head of Emerging Markets at Easy Crypto and has decades of business experience on the African continent. Subscribe and follow the INSEAD Emerging Markets Podcast on Spotify, Apple, or…

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INSEAD Emerging Markets Podcast

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Sustainable business opportunities in Southeast Asia with Lisa Genasci (ADM Capital) and Marc Schmidt (BCG) 41:43

12M ago41:43

41:43

In this episode, Lisa Genasci and Marc Schmidt joined Vincent Tordo to speak about sustainable business opportunities in Southeast Asia Lisa is a Managing Director - Sustainable Finance with ADM Capital where she leads the firm’s ESG Committee and sits on the Investment Advisory Committee. Marc is a Managing Director and Partner at BCG and is the S…

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Moody's Talks - Emerging Markets Decoded

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Sustained growth slowdown in China would spill over to Asia-Pacific region and beyond 10:20

1y ago10:20

10:20

In this episode of Moody’s Talks – Emerging Markets Decoded, Deborah Tan of the Credit Strategy & Research team joins host Shirin Mohammadi to discuss what a sustained economic growth slowdown in China implies for the rest of the world, particularly the Asia-Pacific region and lower-income countries that rely on Chinese investment flows.…

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The Emerging Markets Equities Podcast

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Amidst the global crisis, finding investment opportunities aligned with the UN's SDGs 20:40

1y ago20:40

20:40

What are the UN's sustainable development goals and why are they important? Nick Robinson & Catriona Macnair break this down whilst discussing the current global crisis and where investment opportunities fit in with these.Oleh abrdn

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Moody's Talks - Emerging Markets Decoded

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Negative global credit conditions will weigh on weaker emerging market debt issuers in 2023 18:26

1y ago18:26

18:26

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 expo…

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Podcast Emerging Markets

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