
 Macro Hive Conversations With Bilal Hafeez
 Macro Hive Conversations With Bilal Hafeez Ep. 215: Nick Rohatyn on How to Navigate Emerging Markets Investing
 May 10, 2024 
 Nick Rohatyn, CEO of The Rohatyn Group, discusses pivotal moments in emerging markets, impact of low rates and rise of China, importance of local knowledge, and more. Topics include Brady bonds, Global Financial Crisis, and investment prospects in India. 
 Chapters 
 Transcript 
 Episode notes 
 1  2  3  4  5  6 
 Introduction 
 00:00 • 2min 
 Navigating Emerging Markets: A Personal Journey 
 02:01 • 28min 
 Exploring Inflation Hedging Strategies in Emerging Markets 
 30:11 • 3min 
 Exploring Demographic Shifts and AI in Emerging Markets Investing 
 33:19 • 3min 
 Navigating Risk in Emerging Markets Investing 
 36:29 • 12min 
 Exploring Book Influences and Aviation Concerns 
 48:16 • 3min 



