Turning tides: a new dawn for capital flows
Nick sits down with Peter and Alex to explore how capital flows are shifting across Asia and the Middle East
Duration: 29 Mins
Date: 06 Oct 2025
Emerging markets (EM) have transformed dramatically over the past two decades – from crisis-prone economies to dynamic hubs of innovation, capital formation and domestic investment. In this episode, Nick sits down with Peter Dunbar (UAE) and Alex Smith (Singapore) to explore how capital flows are shifting across Asia and the Middle East, and what it means for investors.
Highlights include:
- The rise of domestic investors – from sovereign wealth funds to retail pension plans, local capital is reshaping EM markets.
- Middle East momentum – how reforms and infrastructure investment are turning the region from a capital source to an investment destination.
- Asia’s evolution – why liquidity, regulation and retail behaviour are driving change in markets like India, China and Singapore.
Why it matters
Capital flows shape markets – and as emerging economies evolve, so too does the source and direction of investment. Understanding how domestic investors, policy reforms and shifting global dynamics are influencing capital allocation is key to navigating the next phase of growth in EM. This episode offers a front-row seat to those changes, from the ground up.
