Research and Markets: “Key Developments in Emerging Markets, China and Russia/Ukraine”, JP Smith, IRF - a podcast by irfpodcast

We are delighted to bring you the next episode of IRF's new podcast series, Research and Markets: “Key Developments in Emerging Markets, China and Russia/Ukraine”, hosted by JP Smith.----more----

JP is an experienced market practitioner as former Head of EM Equity & Chief Strategist at Pictet and Equity Strategist at Deutsche Bank. This podcast series aims to provide greater awareness around IRF's Independent Research Providers by generating topical and relevant content. JP highlights research and draws on material from publicly available news sources, social media, and other podcasts to monitor the shifting debates and narratives that move markets. The focus is on medium and long-term thematic issues rather than day to day trading.

 

In episode two JP draws on the work of best-in-class IRF Research Providers to review three key issues in emerging markets, namely the impact of the strong US dollar on EM economies and financial markets, the medium-term prognosis for China's economy and finally, recent developments in the Russia/Ukraine conflict.

 

This episode includes the following IRF Providers:

Emerging Advisors Group, Independent Strategy, CrossBorder Capital, Greenmantle, Suttle Economics, Andrew Hunt Economics, Totem Macro, Talking Heads Macro, The pH Report, China Beige Book, PRC Macro, Teneo, J Capital, Eurointelligence.

Further episodes of The IRF Podcast

Further podcasts by irfpodcast

Website of irfpodcast