In this episode, Michelle welcomes listeners back and provides an overview of the top stories impacting Southeast Asian markets. She delves into the evolving Buy Now Pay Later market trends across the region, highlighting their growing influence. The episode also covers Indonesia's collaboration with Germany on green initiatives and its ambitious net zero emissions goal. Michelle explores ASEAN's economic landscape during and after Trump's presidency, assessing its long-term effects. The...

In this episode, Michelle welcomes listeners and introduces the economic trends shaping emerging markets. She highlights key economic developments in Vietnam and Malaysia, offering insights into their growth trajectories. The discussion then shifts to an overview of Southeast Asia's IPO market, examining recent activities and future prospects. Michelle explores Indonesia's growing asset tokenization, discussing its implications for the financial sector. The episode also delves into ASEAN's...

In this episode, Michelle provides an overview of the top stories influencing emerging markets. She discusses the recent economic growth and stock rally in Southeast Asia, highlighting key drivers behind these trends. The episode examines insights from the e-Conomy Southeast Asia Report, offering a comprehensive view of the digital landscape in the region. Michelle reviews the IMF's assessment of Laos's economy, exploring its current challenges and opportunities. The episode features a live...

In this episode, Michelle welcomes listeners and introduces the top stories affecting emerging markets. She provides an in-depth analysis of Thailand's economic growth, recent rate cuts, and the country's economic outlook. The discussion then moves to the Philippines' CREATE MORE Act, exploring its potential implications. Michelle examines the ASEAN Digital Economy Framework Agreement (DEFA) and its significance for regional economies. The episode assesses the impact of a stronger US dollar...

In this episode, Michelle begins with an overview of the top stories impacting emerging markets. The discussion moves to the Philippines, exploring developments in small and medium enterprises in both Latin America and Southeast Asia. Michelle provides insights into recent free-trade agreements between Hong Kong and Peru, as well as Canada and Indonesia. The episode examines Southeast Asian countries' alignment with BRICS and its implications. Michelle also highlights Australia's avocado...

In this episode, Michelle introduces listeners to the top stories affecting emerging markets. She delves into Ho Chi Minh City's ambitious plans to become a logistics hub and its potential impact on Southeast Asia. The discussion turns to the stronger dollar and its effects on markets in Latin America and Southeast Asia. Michelle provides an economic growth outlook for Latin America and details the Canada-Indonesia trade agreement. The episode explores trends in Asia's exchange-traded fund...

In this episode, Michelle welcomes listeners with an overview of the top stories impacting emerging markets. The focus then shifts to Indonesia's burgeoning digital economy and Argentina's current economic momentum. Michelle examines trends in Asian stocks and international investments, providing insights into market dynamics. The episode highlights the International Finance Corporation's support for Acumen's initiative in emerging markets. Michelle also discusses the challenges facing...

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...

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,...

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...

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...

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...

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...

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...

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 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...

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...

In this episode, Michelle Tandler provides an overview of the US Federal Reserve's rate cut and its implications for emerging markets, alongside insights from the recent BRICS+ summit. She analyzes the diverging growth trajectories and policy rates across emerging markets, examining the challenges and opportunities they present. The episode concludes with a reminder to subscribe for more updates on these dynamic regions.

In this episode, Michelle Tandler delves into the top stories affecting emerging markets, examining the impact of the U.S. election on LATAM and SEA regions. The episode highlights the BRICS+ Summit, noting key agreements and disagreements among member nations. Michelle discusses the recovery of emerging market assets, with a focus on the MSCI Index rebound. Additionally, she provides insights into Fidelity's portfolio update and NCH Balkan Fund's investment strategies. The episode is...

In this episode, Michelle Tandler discusses the MSCI Emerging Markets Index, central bank policies, trade conflicts, and interest rates. She explores trends in emerging-market banks, China's fiscal stimulus, and India's stock market evolution, highlighting implications for these regions.