Talking Heads - A new paradigm for Emerging Market equities?

Investment Insights by BNP Paribas Asset Management

Sep 10, 202608:44Business

Emerging market equities have increasingly evolved into a technology and manufacturing-led asset class in the wake of a surge in AI‑related capital expenditure by the hyperscalers. Zhikai Chen, Global Head of Emerging Ma...

Related Episodes

Continue listening to more episodes from Investment Insights.

Talking Heads - Europe’s path to strategic autonomy opens new opportunities for bond investors

Sep 30, 2026 - 08:37

Europe is entering a pivotal era of strategic autonomy, seeking to build resilience across critical secto...

Talking Heads - Is the market underestimating China’s AI potential?

Sep 24, 2026 - 10:40

While Chinese equities have lagged other emerging markets recently, a powerful innovation ecosystem is ac...

Talking Heads - Investing in environmental solutions: Navigating a new era of resource scarcity

Sep 17, 2026 - 10:56

The global transition toward sustainability is facing a complex landscape. Geopolitical tensions and the...

Talking Heads - Euro short-duration bonds: Potential for stability and steady income

Sep 3, 2026 - 08:45

Euro short-duration credit strategies maturing in under three years have the potential to limit sensitivi...

Talking Heads - Nordic high-yield bonds can offer diversification, lower duration and limited volatility

Aug 27, 2026 - 12:25

The Nordic high-yield bond market has grown significantly in recent years to about 15% of the European ma...

Talking Heads - Sustainable farming can offer portfolio diversification and inflation protection

Aug 20, 2026 - 09:06

The need to invest in sustainable farming is becoming increasingly urgent. Maxence Foucault, Environmenta...

Talking Heads - The impact of AI on the media and advertising industries

Jul 30, 2026 - 13:51

Artificial Intelligence (AI) is impacting the media and advertising industries, triggering a pivot away f...

Talking Heads - Global equities: Earnings expectations remain strong

Jul 23, 2026 - 10:52

Equities in the US, Europe, Japan and emerging markets should see strong second quarter earnings growth....