In the first episode of the year, we talked about emerging markets in 2025, exploring key trends and investment opportunities.

With sources curated by Ana Paula Picasso and analysis/voices from Google's NotebookLM, we examined accelerating digital transformation in Southeast Asia, Africa, and India, and the crucial role of sustainability and green investments in driving growth, citing examples from India, Brazil, and Africa.

We also analyzed the impact of evolving geopolitics and trade patterns, including the US-China dynamic and its effect on global supply chains.

Ana Paula Picasso will be back very soon with in-person interviews - in the meantime, don't forget to check out www.emergingmarkets.today for more articles.

In this episode, we explore India’s Semiconductor Surge: Driving Force of “Make in India”, highlighting the country’s ambition to become a global manufacturing leader through semiconductor growth and the strategic U.S.-India Semiconductor Supply Chain and Innovation Partnership.

We also revisit India’s Golden Decade Has Already Begun, an interview with Ian Herbison, CEO of Speyside group discussing India’s evolving role in the global supply chain and the shift away from China.

Why hasn’t IKEA entered Brazil yet? In this episode, we explore the reasons behind IKEA’s absence in Brazil’s market, including tough competition from local brands and logistical challenges. Tune in for insights!

This episode was made with NotebookLM.

Read more: No IKEA in Brazil: Local Furniture Brands Pose Fierce Competition