In this episode, Michelle reviews top stories in emerging markets, discussing financial insights such as bond fund outflows, stock performance, and foreign exchange trends. She examines the BRICS investment platform proposal and Manulife's appointment of a new CIO for emerging markets equities. The episode also highlights the growth of the online gaming industry and advancements in industrial electric vehicle batteries. Michelle explores the potential of emerging market bonds for fixed income in 2025 and assesses the impact of President-elect Donald Trump and the 'red sweep' on markets, particularly in India and Argentina. The discussion concludes with a look at market volatility and resilience.

(0:00) Welcome and introduction

(0:19) Top stories overview

(1:23) Emerging market financial insights including bond fund outflows, stock performance, and foreign exchange

(6:04) BRICS investment platform proposal

(8:55) Manulife's new CIO for emerging markets equities

(11:54) Growth of the online gaming industry in emerging markets

(16:28) Advancements in industrial electric vehicle batteries

(21:56) Potential of emerging market bonds for fixed income in 2025

(25:11) Impact of President-elect Donald Trump on emerging markets

(26:08) 'Red sweep' implications and areas of optimism in India and Argentina

(27:06) Market volatility, growth differentials, and the resilience of emerging markets

(28:05) Episode wrap-up and sponsor mention