Want to Own a Ferrari? Now You Can Through a New Digital Token
Feb 19, 2020
Client MERJ Exchange’s Jim Needham discusses digital supercars with Bloomberg TV’s Matt Miller
Why eco-investors are taking another look at shipping
Nov 19, 2019
Making the case for environmentally focused investment in shipping, Senior Vice President at Glencore's Inatech, Alok Sharma, explains how new low-sulphur emissions rules from 2020 promise an unprecedented boost for environment.
Watch the full on-stage interview with New Markets’ Gavin Serkin at Fund Forum ESG in Amsterdam.
'What'd You Miss?’ Bloomberg TV
Oct 17, 2019
Today’s guest: Gavin Serkin, New Markets Media & Intelligence Founder & Managing Editor discusses outlook for emerging markets.
Egypt’s Recovery Spurs ‘Conviction’ Bet at Aberdeen as EGX Plans Bigger IPOs
Sep 5, 2019
- Fastest growing Mideast economy lures biggest fund positions vs. indexes
- It’s ‘back to the future’ for Argentina as debt restructuring looms
- African Women on Board: momentum for fight against gender injustice
Watch the Emerging Opportunities show on New Markets TV as Gavin Serkin interviews
- Mohamed Farid Saleh, Chairman of the Egyptian Exchange (EGX) & the Arab Federation of Exchanges
- Kevin Daly, Emerging Markets Debt portfolio manager at Aberdeen Standard Investments
- Nkiru Balonwu, Founder of African Women on Board
Where are the biggest investors heading & what are the opportunities?
Aug 15, 2019
Can you measure your company's social and environmental impact? Also, standing up for gender equality in Africa, we interview the leader of a powerful new campaign group #AfricanWomenonBoard.
Global business special radio show presented by Jules & Gavin Serkin, with guests: Nkiru Balonwu of African Women On Board; Steven Holden of Copley Fund Research; James Magor of Actis LLP; Francois Reynier of Acacia Branding Consultants; and Ken Lloyd of Karisma Design.
Podcast Part One
Podcast Part Two
Impact is the New Normal
May 28, 2019
ESG and Impact investing is now the most prevalent theme on the agenda of asset owners and fund managers.
New Markets Managing Editor Gavin Serkin takes stock of the industry’s progress and challenges with Shami Nissan, Head of Responsible Investment at Actis, leading an open conversation at the "Investing Capital for Sustainable Impact in Africa” conference in London.
Investing opportunities in Vietnam
Mar 28, 2019
Gavin Serkin, from New Markets Media & Intelligence, explores the investment opportunities in China’s neighbour, Vietnam, in a half hour special show, Emerging Opportunities.
Report by Victoria Scholar, IG
Emerging opportunities in Vietnam
Vietnam has sparked growing interest among investors in recent years. As China’s southern neighbor, it is ‘a big beneficiary of Chinese economy growth’, says Gavin Serkin, emerging markets (EMs) expert at consulting firm New Markets Media & Intelligence. He says the US-China trade war has also benefitted Vietnam because ‘Chinese companies have been relocating there in order to skirt US sanctions’.
However, it is not all plain sailing. ‘Vietnam is also a country with its fair share of problems – not least concern right now over possible succession at the top of the Communist Party amid rumours that President Trong may be in poor health,’ says Serkin.
Last week the Vietnamese government confirmed that 75-year-old President Nguyen Phu Trong was taken ill, and a spokesperson said he would ‘resume his duties soon’. This comes two years ahead of the next five-year party conference scheduled for 2021, when Trong could step down. Amy Reynolds, lead Asia-Pacific analyst at Sibylline, says ‘while there are no clear and obvious candidates to step in for Trong at the moment, I think it is highly likely the government will find somebody from the current dominant conservative faction who will be able to step in quite seamlessly and fill Trong’s boots and very much continue with the policy agenda we are seeing at the moment.’
Trong has been working on an anti-corruption drive in Vietnam, impacting politicians and ministers. Serkin says that according to some rankings, Vietnam is ‘one of the more corrupt countries’, posing a key challenge to investors. However, Mike Sell, head of Asian equities at Alquity, believes there are still plenty of opportunities. He points to property company, Nam Long and the majority government owned Vietcombank in the financial sector as potential investment ideas and stocks within his own portfolio. Vietcombank is ‘the shining example of corporate governance not just in Vietnam but throughout South-East Asia’.
Kevin Snowball, chief executive officer (CEO) of PXP Vietnam Asset Management, sees disruption to global supply chains from the US-China trade war, but is confident that Vietnam is well placed to benefit. He sees a ‘possibility that Vietnam could be upgraded to the watchlist for MSCI’, which might eventually be upgraded to EMs status.
For more on Vietnam’s investment opportunities, watch the video at the top of the page, or here: https://www.ig.com/uk/investments/news/investing/2019/05/01/investing-opportunities-in-vietnam