UBS On-Air: Market Moves

Talking Markets Podcast (Geopolitics & Emerging Markets) with Arif Joshi of Bramshill Investments

April 29, 2026·20 min
Episode Description from the Publisher

Arif Joshi is a Senior Managing Director and Head of the Emerging Markets platform at Bramshill Investments. Arif shares boots-on-the-ground insights following a recent trip to Venezuela, as we discuss the country’s geopolitical relations with the US, along with the landscape for energy production and exploration. We also discuss the US-Iran war and its’ implications to economic activity in the region, upcoming talks between President Trump and China’s President Xi Jinping, along with where to locate opportunity across the emerging markets. Host: Daniel Cassidy

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