Article

Emerging market companies leapfrogging western rivals

December 2025 / 29 minutes

Key points

  • A growing number of disruptive companies are innovating rapidly in Asia and Latin America’s emerging markets
  • Investment manager Alice Stretch tells podcast host Leo Kelion that, in some cases, these firms have leapfrogged western counterparts in terms of their products and services
  • Examples include robo-taxi pioneer Pony.ai and E Ink, whose technology makes colour e-readers and auto-updating shop labels possible

You can listen to the podcast on Spotify and Apple Podcasts, and watch an extended version of Alice and Leo’s conversation at bailliegifford.com/disruptionweek.