Talking Heads – Emerging markets and US tariffs: opening gambit or torpedo?| Listen on Anghami

Yesterday

Talking Heads - The AI angle to Indian equities

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

7m 59s

Jan 16

Talking Heads - In focus: Active and ESG ETF rebound towards year end

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

7m 31s

Jan 8

Talking Heads - Rotating drivers of growth

Ecaterina Bigos, Chief Investment Officer for Asia ex-Japan, and Daniel Morris, Chief Market Strategist, discuss how financial markets might evolve in 2026 and where the biggest opportunities and risks lie. In terms of developments to monitor, they weigh up topics such as the US’ ... Show More

11m 25s

Mar 2025

US small caps: looking beyond the near-term uncertainties

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

10m 2s

Feb 2025

Top of the Morning: Emerging market equities - Trade uncertainty and DeepSeek

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

15m 15s

Feb 2025

Looming Trump Tariffs Rattle Asian Markets

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

18m 14s

Dec 2024

Top of the Morning: Asian markets and economies in 2025

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

16m 31s

Sep 2024

US Markets Wrap: Election Impact On Markets & Jitters Around US Non Farm Payrolls

Jay Woods, CMT, Chief Global Strategist at Freedom Capital Markets shares his insights on how the US Presidential Election will impact credit markets, whether the ‘Trump trade’ is over and if we will see a ‘Harris’ trade, as well as sentiments surrounding the US non-farm payroll ... Show More

8m 38s

Apr 2025

Global stock markets plunge deeper as trade war escalates

<p>As the emerging trade war takes its toll, causing global stock markets to sell off from Japan to Mexico, investor sentiment continues to deteriorate rapidly. After US stocks fell steeply on Friday, Asian equities have plummeted today, with tech and banking stocks leading the d ... Show More

20m 12s

Oct 16

U.S. exceptionalism and developed markets

In this episode of the Center for Investment Excellence, host David Lebovitz is joined by Jared Gross, Head of Institutional Portfolio Strategy at J.P. Morgan Asset Management. Together, they unpack the latest findings from the Strategic Investment Advisory Group, focusing on the ... Show More

27m 39s

Apr 2025

Tech Stocks Sell Off Amid Tariff Backlash

Bloomberg’s Caroline Hyde discusses how investors are reacting to tariffs as the magnificent seven and other tech names drop. Mark Mahaney, Evercore ISI managing partner, explains the global impact tech firms could face in a trade war. And Sowmyanarayan Sampath, Verizon Consumer ... Show More

43m 2s

Apr 2025

The recession question

Jan Hatzius, head of Goldman Sachs Research and the firm's chief economist, and Dominic Wilson, senior advisor in the Global Markets Research Group, discuss the impact of rapidly shifting tariff policies on the global economy and markets. Learn more about your ad choices. Visit m ... Show More

33m 44s

Nov 2024

Markets Love Certainty

Donald Trump’s 2024 election victory gave investors a swift and decisive read on America’s next president. We sort through the reaction and everything else going on in the market this week. (00:20) Asit Sharma and Dylan Lewis discuss: - The reactions to Donald’s Trump’s 2024 P ... Show More

24m 6s

Talking Heads – Emerging markets and US ...