Podcasts from Emerging Opportunities With Gavin Serkin related to Investing in Funds - Emerging Markets

This is Emerging Opportunities, the only show on radio dedicated to global emerging markets, with Juliette Foster and Gavin Serkin, the managing editor of the Frontier Funds Consultancy, Frontera News and the author of Frontier: Exploring the Top Ten Emerging Markets of Tomorrow. It's received a fair bit of cynicism as the sucker's rally according to one Reuters piece - sustained by a herd of dumb money, according to a CNBC report. But with the exception of a relatively small interruption last week, the record investment flooding into emerging markets in the past couple of months has shown little sign of ebbing, sustained by the seemingly never-ending near-zero interest rate policies of central banks in the developed world. So, what's the best way to navigate these markets? Lisa Lewin, emerging markets economist at BMI Research, part of the Fitch Ratings group - is the guest in the studio to review the news and market moves.

Well, one emerging market has been punching well above its weight in the news this month - and that's Mongolia! Emerging Opportunities dived in to see what the country might offer investors, with plenty of analysis from people who have first-hand experience in the country – Gavin Serkin was joined in the studio by mining expert and consultant Layton Croft, intelligence analyst Renata Legierska & on the phone from Mongolia by Lee Cashell, the CEO of Asia Pacific Investment Partners.

Gavin Serkin is joined by Peter West from PAM Global Investments in studio & on the line by Guillermo Parra-Bernal of Thomson Reuters in São Paulo to discuss all things Brazil in our latest venture into Latin America on the show, with a look at what’s happening on the ground while the Olympics are in full swing and the pro’s and con’s for investors in a time of political & financial upheaval.

This is Emerging Opportunities - the only show on radio dedicated to global emerging markets, with Juliette Foster & Gavin Serkin - the managing editor of Frontier Funds, Frontera News and the author of Frontier: Exploring the Top Ten Emerging Markets of Tomorrow. His guest today is Professor Rodrigo Olivares-Caminal, an expert on sovereign debt. Now, it's one year ago that President Barack Obama officially reopened diplomatic relations with the Communist government of Cuba, bringing back life to embassies shut for five decades in Washington and Havana, but how does the country fair as an opportunity for investors? For more from the Emerging Opportunities team, visit: https://audioboom.com/channel/shareradio-emergingopportunities

On this edition of EO – Juliette & Gavin speak with a major investor looking to reinvent the emerging markets asset class – Paul Robinson, the founder and CEO of Alquity, as they take a trip through Turkey, Brazil & Malaysia.

This is a special edition of Emerging Opportunities, with world renowned fund manager, Mark Mobius from Franklin Templeton Investments. Dr. Mobius has been called the godfather of emerging markets by the Financial Times and he joined Gavin Serkin & Juliette Foster to give his thoughts on how the Brexit vote will affect emerging markets.

Welcome to a brand new edition of Emerging Opportunities - the only show on your radio dedicated to the world of emerging markets, with Juliette Foster and Gavin Serkin, the author of Frontier: Exploring the Top Ten Emerging Markets of Tomorrow, and the Managing Editor of Frontier Funds and Frontera News. Today is a special show focusing on a country that was making headlines a couple of weeks ago when President Obama visited - and removed the last vestiges of an arms embargo that has been in place since the Vietnam War. To find out the situation on the ground, Gavin spoke with Khanh Vu, Director at one of Vietnam's largest money managers, VinaCapital. He also spoke with Marcus Svedberg, the Chief Economist at East Capital, which manages over $2 billion in emerging markets, to get his take on the likely winners and losers as we enter what could be an extremely volatile few months.

This is Emerging Opportunities - the only show on radio dedicated to the world of emerging markets. Joining Juliette Foster in studio is Gavin Serkin, author of Frontier: Exploring the Top Ten Emerging Markets of Tomorrow, and the Managing Editor of Frontier Funds and Frontera News. Also joining Juliette is James Bennett of Aston Currency Management & Joe Delvaux from Duet Asset Management. Topics today range from currency strength in emerging markets, trouble for Mozambique's economy & a debt scandal, plus discussion on Africa's broader economy & much more!

Welcome to Emerging Opportunities - the only show on your radio dedicated to the world of emerging markets with Juliette Foster and Gavin Serkin, the author of Frontier: Exploring the Top Ten Emerging Markets of Tomorrow, and the Managing Editor of Frontier Funds and Frontera News. On this week's show we're broadcasting from a rather special conference in Beverly Hills, LA. The event brings together a group of investors who are looking not just to make money, but also to help change the world - in a positive way. These impact investors are focused specifically on frontier markets and they invited my co-host, Gavin Serkin, along for their event. Gavin, who is the author of Frontier: Exploring the Top 10 Emerging Markets of Tomorrow, begins by speaking with Jean-Philippe de Schrevel. Jean-Philippe is one of the pioneers of microfinance and private equity investing in companies serving consumers in frontier markets. He is also the founder and CEO of Bamboo Finance.

This Emerging Opportunities - the only show on your radio dedicated to the world of emerging markets. Gavin Serkin, the author of Frontier: Exploring the Top Ten Emerging Markets of Tomorrow, and the Managing Editor of Frontier Funds and Frontera News, joins Juliette Foster in the studio alongside Olivier Desbarres, a foreign exchange expert from Barclays and Credit Suisse and on the phone from Bangkok by political analyst Phillip Hynes of ISS. Topics on the agenda this week include ISIS, North Korea, Brazil, China & much more.