INSEAD Emerging Markets Podcast copertina

INSEAD Emerging Markets Podcast

INSEAD Emerging Markets Podcast

Di: INSEAD Emerging Markets Podcast by Nick Lall
Ascolta gratuitamente

The INSEAD Emerging Markets Podcast features conversations with entrepreneurs, investors, executives, and leaders building the future of emerging markets. Hosted by Nick Lall, the show explores their personal journeys, the countries and industries they know best, and the opportunities, challenges, and transformations shaping Asia, Africa, Latin America, the Middle East, and other high-growth markets.

© 2026 INSEAD Emerging Markets Podcast
Economia Finanza personale Gestione e leadership Leadership
  • Building the Financial Rails Between Africa and Its Diaspora - Ope Sonusi, Bluum Finance
    Apr 20 2026

    Send us Fan Mail

    Ope Sonusi is the founder of Bluum Finance, a platform building the infrastructure layer that allows fintechs to offer investing and wealth management products across Africa and its global diaspora.

    In this conversation, Ope shares how his own experience as an immigrant led him to a missing piece in fintech: the ability to build wealth across borders. We also explore why investing infrastructure in emerging markets is so complex, and what it will take to unlock capital flows at scale.

    In this episode we cover:

    • (00:01:02) Ope’s background in fintech infrastructure and how his experience as an immigrant led him to build Bluum
    • (00:04:22) Why investing infrastructure in emerging markets is far more complex than payments or lending
    • (00:11:37) What Bluum actually does and how it enables fintechs to launch investing products through a single API
    • (00:15:36) Why access to African markets is still limited today and how Bluum changes that for the diaspora
    • (00:20:27) The scale of remittance flows and the opportunity to redirect capital into local markets
    • (00:29:56) The long-term impact of unlocking retail liquidity for African capital markets and enabling local IPOs
    • (00:36:21) Why now is the right time, driven by stablecoins, AI, and regulatory shifts


    Find us on Apple, Spotify, Amazon, and Youtube.

    Mostra di più Mostra meno
    40 min
  • From Blank Canvas to 38 Million Visitors: Mohamed Al Zaabi on Building Yas Island
    Feb 24 2026

    Send us Fan Mail

    Mohamed Al Zaabi is the Group CEO of Miral Group, the force behind one of the world’s most dramatic tourism transformations - turning an artificial island in Abu Dhabi into a global destination drawing tens of millions of visitors.

    Under his leadership since the mid-2010s, Miral has overseen the creation, operation and evolution of immersive attractions, resorts, sports venues and digital experiences that have re-imagined what a destination can be in the 21st century.

    Al Zaabi shares how he shaped strategy, consumer insight, global partnerships and execution to convert a “blank canvas” into a thriving tourism ecosystem, with plans that stretch well into the next decade.

    In this episode we cover:

    • Vision and context — How Al Zaabi scoped out the opportunity in the UAE’s tourism sector, adopting a customer-centric strategy that matched global leisure trends with diverse visitor needs and expectations.
    • From concept to creation — The tactical challenges in developing Yas Island from nearly nothing into an entertainment and hospitality hub featuring marquee attractions like Ferrari World, Warner Bros. World, SeaWorld Abu Dhabi and more, designed to appeal to families and travellers from emerging and developed markets alike.
    • Customer-led innovation — Why listening to real customer feedback (including early lessons from international market visits) drove Miral to build customizable online ticketing systems and create dedicated marketing/sales companies to better serve global travelers.
    • Future growth and global partnerships — Al Zaabi details major upcoming initiatives, including expansions of existing parks (e.g., waterpark capacity increases), immersive experiences like TeamLab Phenomena, and landmark collaborations with global brands such as The Walt Disney Company to create a Disney theme park destination on Yas Island.
    • Sustainability and legacy — How Miral is aligning with the UAE’s net-zero ambitions through renewable energy adoption, plastic reduction, and eco-friendly hospitality — and why the legacy Al Zaabi wants to leave is people-centred (leaders, teams, communities) rather than just built environments.
    • Driving record visitation — Yas Island has emerged as a world-class tourism magnet with over 38 million visits in 2024, underscoring Miral’s impact on Abu Dhabi’s global leisure appeal.

    Find us on Apple, Spotify, Amazon, and Youtube.

    Mostra di più Mostra meno
    18 min
  • From US Dominance to Global Dispersion: Nick Rohatyn on the New EM Cycle
    Feb 2 2026

    Send us Fan Mail

    Nick Rohatyn is the founder and CEO of The Rohatyn Group, and one of the architects of emerging markets as a modern asset class. Having built JP Morgan’s emerging markets business from an eight-person desk into a 600-person global platform, Nick has spent more than four decades investing across cycles, crises, and continents. In this return episode, he reflects on why emerging markets may finally be entering a new phase after more than a decade of underperformance, and why dispersion, not beta, will define returns going forward.

    In this episode we cover:

    • (00:00:00) Nick’s journey into emerging markets
      From JP Morgan’s early derivatives desks and a formative stint in Tokyo to discovering emerging markets through Mexico’s debt restructuring and the Brady Plan, and why solving large systemic problems can be both profitable and meaningful.
    • (00:08:40) The three phases of emerging markets as an asset class
      Strong outperformance from 2002–2011, a brutal 13-year underperformance driven by US exceptionalism, and why 2025 may mark the start of a new cycle as capital slowly diversifies away from the US.
    • (00:14:59) Push and pull factors reshaping global capital flows
      How US political uncertainty, dollar dynamics, and eroding assumptions about American exceptionalism are pushing allocators outward, while policy shifts, trade realignment, and regional themes are beginning to pull capital into select emerging markets.
    • (00:21:49) Why benchmarks fail and why multi-asset EM investing matters
      How MSCI and debt benchmarks distort exposure, why single-asset mandates perform poorly in emerging markets, and why the future lies in flexible, multi-asset strategies that move across equities, debt, currencies, and private markets.
    • (00:34:48) Extreme dispersion as the defining opportunity
      Why countries like Korea and Turkey can diverge wildly in the same year, how geopolitics, interest rates, and underinvestment amplify volatility, and why skilled active managers can thrive in this environment.
    • (00:25:32) Private credit, local capital, and development
      Why underpenetrated credit markets in Latin America and parts of Africa offer compelling opportunities, how domestic pension systems are becoming critical sources of capital, and why local-currency investing changes the game.
    • (00:43:01) Doing well by doing good at scale
      Rohatyn Group’s work in sustainable forestry and agriculture, why real assets matter for climate and food security, and Nick’s advice to young professionals seeking careers that combine finance, impact, and global relevance.

    Find us on Apple, Spotify, Amazon, and Youtube.

    Mostra di più Mostra meno
    46 min
adbl_web_anon_alc_button_suppression_t1
Ancora nessuna recensione