In this episode, Michelle begins with an overview of Indonesia's rapidly growing digital economy, highlighting key developments and opportunities. She then shifts focus to Argentina, discussing its economic outlook and sector-specific growth drivers. The episode continues with an analysis of Asian market trends, emphasizing China's ongoing economic recovery. Michelle explores how global market influences are impacting commodity prices, providing a comprehensive update. She also examines the challenges facing Southeast Asia's propylene market and its supply chain. The episode wraps up with closing remarks and a reminder to subscribe for more insights.

(0:00) Welcome and Indonesia's digital economy overview

(2:55) Argentina's economic outlook and sector growth

(5:40) Asian market trends and China's economic recovery

(7:06) Global market influences and commodities update

(8:20) Southeast Asia's propylene market and supply chain challenges

(10:15) Closing remarks and subscription reminder

In this episode, Michelle welcomes listeners with an overview of the top stories impacting emerging markets. The focus shifts to climate discussions at COP29, highlighting the urgent calls for increased financial support. Michelle shares insights from the UN and Barbadian PM on addressing climate injustices and the need for equitable funding. The episode reviews the International Finance Corporation's recent initiatives and achievements. Michelle examines the Thai baht's vulnerability, discussing broader currency volatility in emerging markets with analyst insights. The episode concludes with closing remarks and a reminder for listeners to subscribe.

(0:00) Welcome and Top stories overview

(0:43) Climate focus at COP29 and calls for finance

(2:16) UN and Barbadian PM on climate injustices and funding

(3:52) International Finance Corporation's year in review and initiatives

(7:50) Thai baht's vulnerability and currency volatility in emerging markets

(10:15) Analyst insights on emerging market currencies

(11:14) Closing remarks and subscription reminder

In this episode, Michelle provides an overview of the top stories affecting emerging markets. The discussion contrasts growth in emerging markets with that in developed markets, highlighting key differences. Michelle examines China's significant economic influence in Southeast Asia and reviews Thailand's ambitious growth targets and stimulus plans. The episode delves into the energy transition efforts in Southeast Asia showcased at COP29. Additionally, Michelle discusses the BlackRock-MAS blended finance initiative aimed at decarbonization in the region. The episode concludes with closing remarks and a reminder for listeners to subscribe.

(0:00) Introduction and Top stories overview

(1:13) Emerging markets growth vs. developed markets

(3:20) China's economic influence in Southeast Asia

(7:09) Thailand's growth targets and stimulus plans

(10:04) Energy transition in Southeast Asia at COP29

(13:48) BlackRock-MAS blended finance for decarbonization

(17:07) Closing remarks and subscription reminder

In this episode, Michelle provides an overview of the top stories affecting emerging markets, with a focus on economic forecasts and manufacturing shifts. She examines the role of blended finance in Southeast Asia's decarbonization efforts and discusses Thailand's economic targets. The episode delves into the debate surrounding carbon credit trade and its implications for decarbonization. Michelle concludes with a wrap-up of the discussions and a reminder for listeners to subscribe for future updates.

(0:00) Introduction and Top Stories Overview

(0:56) Emerging Markets Economic Forecast and Manufacturing Shifts

(6:06) Blended Finance for Southeast Asia's Decarbonization and Thailand's Economic Targets

(12:51) Carbon Credit Trade and Decarbonization Debate

(16:28) Episode Wrap-Up and Subscription Reminder

In this episode, Michelle introduces the top stories and provides updates on investment management, highlighting new desks and CIO appointments. She delves into climate finance, discussing investment strategies and the challenges of achieving net-zero emissions. The episode explores market trends, particularly the surge in sustainable bond issuance, and offers economic insights into the strength of the US dollar following the recent election. Michelle wraps up with a monthly market recap for October 2024 and concludes with closing remarks and a reminder for listeners to subscribe.

(0:00) Welcome and introduction to top stories

(2:54) Investment Management Updates: New desks and CIO appointments

(9:12) Climate Finance: Investment and the Net Zero Challenge

(13:16) Market Trends: Sustainable Bond Issuance

(16:18) Economic Insights: US Dollar Strength Post-Election

(20:25) Monthly Market Recap: October 2024

(24:30) Closing Remarks and Subscription Reminder

In this episode, Michelle begins with an overview of the top stories impacting emerging markets. She covers Itau Asset Management's establishment of a new emerging-market desk and their leadership strategies. The episode delves into the effects of Federal Reserve interest rate cuts on emerging market equities. Michelle discusses leadership changes and strategic enhancements at Manulife Investment Management and highlights Voya Investment Management's upcoming webcast. The episode also examines Fidelity Emerging Markets Limited's share repurchase transaction and its strategic implications. The discussion concludes with closing remarks and a reminder about subscription options.

(0:00) Introduction and overview of top stories

(0:48) Itau Asset Management's new emerging-market desk and leadership strategies

(2:08) Federal Reserve interest rate cuts impact on emerging market equities

(3:21) Manulife Investment Management's leadership changes and strategic enhancements

(5:25) Voya Investment Management's upcoming webcast details

(7:35) Fidelity Emerging Markets Limited's share repurchase transaction and strategic impact

(10:15) Closing remarks and subscription reminder

In this episode, Michelle discusses Indonesian President Prabowo's visit to China, focusing on the economic partnerships and geopolitical implications of this engagement. She examines Vietnam's economic growth, driven by foreign investment and digital transformation. The episode highlights MUFG's positive outlook on India's finance and energy sectors and explores digital economy trends and investor optimism in Southeast Asia. Michelle analyzes market reactions to China's economic data and geopolitical events. The discussion extends to the key issues at Peru's APEC Summit and the implications of the Philippines' CREATE MORE Act on fiscal incentives and investment.

(0:00) Welcome and introduction by Michelle

(1:03) Indonesian President Prabowo's visit to China: Economic partnerships and geopolitical implications

(4:43) Vietnam's economic growth: Foreign investment and digital transformation

(11:34) MUFG's optimistic outlook on India's finance and energy sectors

(15:23) Southeast Asia's digital economy trends and investor optimism

(18:16) Market shifts in reaction to China's economic data and geopolitical events

(20:13) Peru's APEC Summit: Key issues and global leadership interactions

(24:08) Philippines' CREATE MORE Act: Implications for fiscal incentives and investment

In this episode, Michelle delves into the top stories shaping emerging markets, focusing on bond outflows and their broader implications. She examines market reactions to geopolitical events, including Trump's impact, and China's fiscal policy affecting U.S.-listed companies. The episode explores market movements in Eastern and Central Europe and assesses emerging market bonds as a strategic investment. Michelle discusses the future outlook for these bonds, the BRICS investment platform, and demographic trends. The rise of online gaming and fintech's role in this sector are highlighted, alongside advancements in industrial electric vehicle batteries. The episode wraps up with insights into volatility and investor sentiment.

(0:00) Welcome and introduction by Michelle

(0:20) Top stories in emerging markets

(1:21) Emerging market bond outflows and their implications

(3:20) Market response to geopolitical events and Trump's impact

(4:36) China's fiscal policy and performance of U.S.-listed companies

(5:21) Market movements in Eastern and Central Europe

(6:10) Emerging market bonds as an investment strategy

(7:33) Insights on emerging market bonds and capital flows

(9:19) Future outlook for emerging market bonds

(9:38) BRICS investment platform and expansion plans

(11:06) Demographic trends and economic partnerships in BRICS

(12:20) The rise of online gaming in emerging markets

(15:14) Fintech's role in the gaming industry

(17:00) Trends in industrial electric vehicle battery adoption

(19:01) Electrification across various industrial sectors

(20:16) Growth and innovation in the industrial battery market

(21:05) Trump's potential influence on emerging markets in 2023

(23:27) Emerging market volatility and investor sentiment

(24:28) Closing remarks and subscription reminder

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

In this episode, Michelle Tandler explores the economic impact of recent elections on LATAM and SEA markets, shedding light on their influence on regional dynamics. She analyzes the performance and trends in the MSCI index and emerging currencies, highlighting key shifts. The discussion extends to the resilience and growth potential of emerging markets, emphasizing their capacity to adapt and thrive amidst global changes. The episode concludes with closing remarks and a reminder to subscribe for continued insights into these evolving regions.

(0:00) Introduction to emerging markets today

(1:00) Economic impact of recent elections on LATAM and SEA markets

(1:41) Performance and trends in MSCI index and emerging currencies

(2:06) Resilience and growth potential in emerging markets

(2:23) Closing remarks and subscription reminder