In episode 7 of Gemcast, Viloshan Govender, Portfolio Manager at Gemcorp Capital, discusses the huge growth in demand for critical minerals, the key drivers behind this and the crucial role the emerging world has to play in meeting this. Drawing on his career journey he sheds light on the challenges investors face and how Gemcorp Capital is using its expertise to unleash this opportunity. Important Information This podcast has been prepared solely for informational purposes by Gemcorp (...

In episode 6 of Gemcast we are joined by Walter Pacheco, Chairman of Kassai Capital our domestic asset manager in Angola. Walter draws on his extensive experience in developing capital markets across Africa to shed light on the importance of domestic capital, how to mobilise it and what Kassai Capital is doing to drive development in Angola. Important Information This podcast has been prepared solely for informational purposes by Gemcorp (as defined below), is confidential and may not b...

In episode 5 of Gemcast we are joined by Founder and CEO of Gemcorp Capital, Atanas Bostandjiev. Atanas talks about the importance of contrarianism, patience and presence, the founding principles of Gemcorp Capital and how important they are when working in emerging markets. Gemcast is the podcast from Gemcorp Capital, where emerging and private markets meet. We explore the dynamic intersection of these two transformative global trends, diving into the exciting opportunities that emerge...

In episode 4 of Gemcast we are joined by Co-Founder and CIO of Gemcorp Capital, Parvoleta Shtereva. As a self-identified emerging markets lifer, Parvoleta reflects on her career and what really matters when thinking about emerging market private credit, providing her 5 golden rules for investing in the asset class. Gemcast is the podcast from Gemcorp Capital, where emerging and private markets meet. We explore the dynamic intersection of these two transformative global trends, diving into the...

Gemcast Episode 3 – The Misconception Gap In this edition of Gemcast we are joined by an external guest, Max van Bassbank, Director at Alpha FMC who joins Pranav Khamar, Portfolio Manager at Gemcorp Capital, to discuss the results of our recent study, Unmasking the potential. The study asked 75 leading institutional investors about their outlook and appetite for emerging market private credit. The full report can read here: Gemcorp Capital - Understanding EM Private Credit Gemcast is th...

In episode two of Gemcast, Ahmad Al-Sati, Portfolio Manager at Gemcorp Capital introduces commodity backed private credit. Ahmad explains what the asset class is, where it crosses over with trade finance and traditional private credit, as well as what it can offer investors looking for income and diversification. Gemcast is the podcast from Gemcorp Capital, where emerging and private markets meet. We explore the dynamic intersection of these two transformative global trends, diving into the e...

In episode one of Gemcast, Felipe Berliner, Co-Founder and Head of Structuring at Gemcorp Capital discusses the future of private credit. Following a decade of growth, private credit is maturing, this is creating a new set of opportunities for investors to look outside developed markets, into the emerging world and into more niche areas like trade finance. Felipe explains exactly what this all means and why we believe emerging markets present a compelling option for private credit inves...