Merryn Somerset Webb and senior reporter John Stepek reflect on Asante’s assessment of the current EM landscape, debate his argument for choosing India over China as a place to invest and how he chooses what companies to put his money behind.

Markets Wrap: Private Credit, War and a Lack of Safe Havens
20:50

UK Smart Savings Dilemma: SIPP, ISA or LISA?
10:10

Gold, Debt and the AI Boom: A Financial Historian’s Warning
33:39