The Emerging Opportunities Show with Gavin Serkin
We need to talk about Iran
Cooperation in opening its nuclear facilities to international inspectors had brought Iran to the brink of ending decades of economic sanctions – opening investors to opportunities in one of the world’s leading oil producing economies, with an active stock exchange and consumer population. What does the future hold for Iran?
Gavin Serkin, co-presenter on the newly-launched Emerging Opportunities show on Share Radio, talks about covering financial opportunities in the “less reported” parts of the planet, the station moving to a national format and how PRs can help with the show’s variety of segments.
Firstly, could you give us an overview of what the new show is about?
Emerging Opportunities is the only show on radio dedicated to global emerging and frontier markets – focusing on the economies, politics and markets of Africa, Asia, Central & Eastern Europe, the Middle East and Latin America.
Who is the show aimed at?
Emerging Opportunities is aimed at anyone with an interest in finding out what’s going on in some of the less reported parts of the planet. Our ‘Boots on the Ground’ segment, for example, takes the listener directly to a country of focus that week. So far, we’ve been to Iraq, Iran, India, Myanmar, Cuba and even North Korea.
How do you strike the balance to appeal to investment professionals as well as a less financially-knowledgeable audience?
Mark Krombas, head of Middle East and North African equities for the Qatar Insurance Company, and Talib Qayyum, independent consultant focused on frontier markets discuss President Trump’s impact on Middle East investment, market outlook and Saudi Aramco’s IPO.read more
Shivani Siroya, founder and CEO of Tala Mobile, discusses how the Los Angeles based company’s app is disrupting credit scoring in Africa and Asia, enabling lending to first- time borrowersread more
In two weeks President Trump has been abandoning key trade agreements, threatening trade wars from China to Mexico, while cosying on the phone with Vladimir Putin – hours later, pro-Russian forces are fighting the army in Ukraine. Trump also attempted to block all...read more
Emerging Opportunities with Gavin Serkin and Simon Rose, is dedicated to global, emerging and frontier markets. This week they talk to Farrukh Khan, senior director of business development at Acumen – a pioneer of investing with social impact. Gavin Serkin is managing...read more
With Donald Trump about to enter the White House, what’s the big picture in terms of emerging market risk? What impact will US policy have on China’s economy and Russia’s rehabilitation? Kevin Daly, emerging market bond fund manager at Aberdeen Asset Management, gives...read more
With all the twists and turns of 2016, from Brexit to Donald Trump, one country has stood out for its resilience: India. Yet despite expanding faster than any other major economy this year, the country more recently has fallen on tougher times – much of it due to the...read more
They’re exploring an industry that’s particularly critical in emerging markets: the raising of finance for gas and oil projects. The hosts speak with Andrew Moorfield, who is the head of natural resources at the investment bank, Exotix.read more
He might not be President yet, but investors have delivered their verdict on what’s in store for the rest of the world when Donald Trump moves into the White House. Last week saw the second largest outflow from emerging market bonds since 2002, halting this year’s rally across stock and bond markets.
So what should investors be doing at this point?
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.”read more
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.read more
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.
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.read more
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.read more
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.read more
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.read more
As Canada prepared to host the world’s biggest gathering of athletes, the mayor of Montreal soothed that “the Olympics can no more have a deficit than a man can have a baby.”
Now, forty years on, we know that Montreal overran to the tune of 800% and every one of the games that followed blew the budget.read more
A year on from the first diplomatic relations between the US and Communist Cuba, how much has changed? Gavin Serkin interviews Professor Rodrigo Olivares-Caminal, the man appointed to lead negotiations between the Castro government and foreign investors for an insider’s view of how Cuba is evolving.read more
Answer to the World’s Migrant Crisis (Walls Not Included)
Global migration fears are shaping politics more than at any time since the Second World War.
From the Brexit vote shattering the dream of European union to the populist appeal of Donald Trump’s Mexican wall, the knee-jerk political response has predominantly been about protecting rich countries from being over-run by waves of poor.read more
Mobius’s Nightmare: What If Brexit And Trump Halt Globalization?
Mark Mobius is not best known for caution. But there’s one thing that has the “Godfather” of emerging markets concerned about recent events.
For now, Brexit is a buying opportunity. During a recent interview in London, the veteran and Executive Chairman of Templeton Emerging Markets Group told me that barriers to trade between Britain and Europe could be a boon for places like Poland, the Czech Republic and Hungary as manufacturing moves out of the UK.read more
London Press Club Interviews Frontier Author Gavin Serkin
The London Press Club’s David Selves interviews Gavin Serkin on his book Frontier: Exploring the Top Ten Emerging Markets of Tomorrow (Bloomberg/ Wiley) before an audience of journalists at London’s Frontline Club.read more