Share Radio Emerging Opportunities

This is Emerging Opportunities, the only show on radio dedicated to global emerging markets. Your hosts are Share Radio's Juliette Foster and Gavin Serkin, the Managing Editor of the Frontier Funds Consultancy and author of 'Frontier: Exploring the Top Ten Emerging Markets of Tomorrow'. Well, as the world absorbs the magnitude of change about to be unleashed by American President-elect Donald Trump, one constituency feeling particularly nervous is the green energy lobby. Trump has dismissed evidence of mankind's impact on climate change as a "hoax" and President Obama's Clean Power Plan to cut plant emissions as a "war on coal." He's also vowed to "cancel" last year's Paris climate accord - an agreement by 190 countries to reduce carbon dioxide emissions - and says he'll dismantle the Environment Protection Agency.

One company whose world Trump has changed in the space of a week is JCM Power. Juliette and Gavin were joined all the way from Toronto by the company's co-Founder and Chief Executive, Christian Wray.

This is Emerging Opportunities, the only show on radio dedicated to global emerging markets. Your hosts are Share Radio's Juliette Foster and Gavin Serkin, the Managing Editor of the Frontier Funds Consultancy and author of 'Frontier: Exploring the Top Ten Emerging Markets of Tomorrow'. So - just in case you're tuning in from Mars, we're now less than a week away from the US election. With global markets swinging on an increasingly tight race, and with Europe convulsing on Brexit, many investors are wondering whether the risks might in fact be lower in emerging markets.

Well, to find out, Juliette and Gavin were joined all the way from New York by Dan Keeler, Editor for Frontier Markets at the Wall Street Journal.

Emerging Opportunities is the only show on radio dedicated to global emerging markets, hosted by Share Radio's Juliette Foster, and Gavin Serkin, the Managing Editor of the Frontier Funds Consultancy and author of 'Frontier: Exploring the Top Ten Emerging Markets of Tomorrow.'

So, the ultimate investment question: how can you tell which markets around the world are going to rise or fall in the future? One way is to follow the money - to track the flow of investment in and out of markets. Sound obvious? It is to one of today's guests Michael Howell, the Managing Director of Crossborder Capital, which monitors the flow of cash from central banks and other sources. Another way to second guess the market? Look for gaps in information. Juliette and Gavin were also joined in the studio Ravi Rajani, a man with such knowhow and Business Development Manager for the real-time smart search engine Krzana

Welcome to Emerging Opportunities, the only show on your radio dedicated to global emerging markets 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.

Well normally on this show we scour the ends of the earth for off-the-beaten track stock markets and bonds to buy. And this show is no different - except we're focusing on real estate. Where's the best place in the world to buy a property? That's what Gavin has been asking one investor particularly suited to answer the question.

Lee Cashell is the Founder and CEO of Asia Pacific Investment Partners. The biggest property firm in Mongolia, and the company is now busy expanding into other places that can only be described as the true frontier of the property market. Lee joined Gavin in our studio earlier and here's what he had to say.

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.

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.

China is the emerging market the world has been watching this week

as it played host to the G20 Summit. But it's the US that's continued to hold emerging market investors spellbound with Federal Reserve Chair Janet Yellen warning that the case had strengthened for a rise at long last in US interest rates - only to be contradicted in the eyes of some watchers by a disappointing US jobs report last week.

One economist focused on the impact of the Fed outlook and Chinese growth on emerging markets is Alan Cameron, economist for the frontier markets brokerage Exotix Partners, and this week's guest.

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.