Talking Heads – Emerging markets and US tarif...

There were multiple reasons why Indian equities underperformed the rest of emerging markets in 2025 – one being the absence of a large semiconductor sector in the country. However, as Jayesh Gandhi, Head of Indian Equities, tells Chief Market Strategist Daniel Morris, its large s ...  Show more

Daniel Dornel, Head of ETF Research, and Chief Market Strategist Daniel Morris discuss the latest trends in investing using exchange-traded funds (ETFs). Other topics include the strong Q4 2025 appeal of ETFs with environmental, social or governance aspects, marking a recovery af ...  Show more

After rising in the wake of the US election, valuations of US small-cap stocks have marked a pause. Geoff Dailey, Head of US Equities, tells Chief Market Strategist Daniel Morris he expects the new US administration's focus on manufacturing in the US to boost market sentiment.For ...  Show more

As headline developments surrounding trade uncertainty and DeepSeek persist, Xingchen drops by to discuss what this all means for emerging market equities. We also spend time examining the scope of US imposed tariffs on China, and the implications for Chinese growth and overall r ...  Show more

On today's episode, we examine how impending tariffs from the Trump administration in the US are sending shock waves through global markets. Bloomberg's Stephen Engle has analysis on what the response from Beijing may look like. Jun Bei Liu, Founder and Portfolio Manager at Ten C ...  Show more

With new trade policies expected from the incoming Trump administration in the year ahead, we examine the potential impacts and implications to economies across Asia, namely that of China. We also spend time identifying key investment opportunities across the region that investor ...  Show more