Podcasts from Emerging Opportunities With Gavin Serkin

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.

This is Emerging Opportunities, the one and only show on your radio dedicated to global emerging markets, featuring Gavin Serkin, the author of Frontier: Exploring the Top Ten Emerging Markets of Tomorrow, and the Managing Editor of Frontier Funds. His guests today are Zsolt Papp, Global Head of Emerging Market debt client portfolio strategies at JP Morgan, David Pollard, a professor of physics turned banker for Citigroup and his daughter Arese Pollard, whose many roles have included investment at Barclays, whom both created ‘Pollard Et Filles Capital Management’. Topics on the agenda today take us to many different locales, from Guyana to Brazil, to China, Cuba & Jamaica, looking at investing in emerging markets.

This is Emerging Opportunities, the only show on radio dedicated to the world of emerging markets. Investment Perspectives host Juliette Foster is joined by Gavin Serkin, author of "Frontier: Exploring the Top Ten Emerging Markets of Tomorrow", who's also the Managing Editor of "Frontier Funds and Frontera News". This week we resume our trek around the Indian Sub-continent. Having explored India and Pakistan we're heading live to Dhaka today to look at recent news concerning an $81 million steal from Bangladesh’s Central Bank. For this we join Asif Khan. Aaron Grehan of Aviva Investors also joins the team on the line to talk the US Federal Reserve, scandal in Brazil and much much more.

This is Emerging Opportunities, the one and only show on your radio dedicated to global emerging markets. Today featuring Gavin Serkin, the author of Frontier: Exploring the Top Ten Emerging Markets of Tomorrow, and the Managing Editor of Frontier Funds, Consultant Talib Qayyum & Matthias Martinsson of Tundra Fonder.

Juliette Foster was joined in studio as always by Gavin Serkin, bringing you the only show dedicated to global emerging markets. Their guests this week were Stuart Culverhouse, Head of Research at Exotix Partners, one of the largest dedicated frontier markets investment firm and Ahmed Tabaqchali, CIO of AFC Iraq Fund. This time Iraq, Argentina and Ukraine feature among others.

Frontier markets fund manger George Birch-Reynardson joins Gavin & Juliette in studio for a look at the challenges and opportunities offered by India. They also discuss the consequences of the Zika virus. The next Emerging Opportunities show will be on Monday the 22nd of February.