The Emerging Markets Podcast by Tellimer

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Tellimer is the single point of entry to emerging and frontier markets research and data. Follow and listen as we discuss fixed income, debt restructuring, equities, fintech, geopolitics and much more in the EM universe with our in-house team of expert analysts and guests from leading global firms. Host: Rizwan Mahmood Artwork: Kristian Klamar Editor: Ella Ryan

Tellimer


    • Apr 29, 2025 LATEST EPISODE
    • monthly NEW EPISODES
    • 29m AVG DURATION
    • 36 EPISODES


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    Latest episodes from The Emerging Markets Podcast by Tellimer

    On the Ground from the IMF Spring Meetings with Aegon's Alan Buss and Tellimer's Henry Burdon and Rizwan Mahmood

    Play Episode Listen Later Apr 29, 2025 24:09


    Join Tellimer's Rizwan Mahmood and Henry Burdon alongside Aegon AM's Alan Buss as they discuss their key takeaways from the IMF Spring Meetings 2025. The Emerging Markets Podcast by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tellimer⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠– your single point of entry to emerging markets. Check out the full Tellimer offering ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Emerging Markets Podcast dives into a range of topics in the emerging and frontier market world including investment themes, debt restructuring, elections, and geopolitical tensions.DISCLAIMERThis podcast is provided for information purposes and represents the personal opinions of the speakers. It is not an offer or solicitation for investment in any securities, nor should it be regarded as investment advice.  Tellimer Technologies Limited does not offer or provide advice and no mention of a particular security in this podcast constitutes a recommendation to buy, sell or hold that or any security, portfolio of securities, or enter any transaction or investment strategy. Nor is any such mention an indication that any investment is suitable for any specific person.For more information, please visit Tellimer.com. 

    Ziemba Insights' Rachel Ziemba and Tellimer's Duncan Wales on "Ukraine, Russia, Trump & Tariffs"

    Play Episode Listen Later Apr 1, 2025 49:46


    Rachel Ziemba, Founder of Ziemba Insights, and Tellimer CEO and Founder, Duncan Wales, discuss the current situation in Ukraine and what the impacts of potential Trump tariffs on Emerging Markets.The Emerging Markets Podcast by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tellimer⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠– your single point of entry to emerging markets. Check out the full Tellimer offering ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Emerging Markets Podcast dives into a range of topics in the emerging and frontier market world including investment themes, debt restructuring, elections, and geopolitical tensions.DISCLAIMERThis podcast is provided for information purposes and represents the personal opinions of the speakers. It is not an offer or solicitation for investment in any securities, nor should it be regarded as investment advice.  Tellimer Technologies Limited does not offer or provide advice and no mention of a particular security in this podcast constitutes a recommendation to buy, sell or hold that or any security, portfolio of securities, or enter any transaction or investment strategy. Nor is any such mention an indication that any investment is suitable for any specific person.For more information, please visit Tellimer.com. 

    Tellimer's Hasnan Malik and Cordoba Capital Markets' Harris Irfan: The Regulatory Changes in the Sukuk Market

    Play Episode Listen Later Mar 16, 2025 23:35


    Hasnain Malik, Tellimer Head of Emerging Markets EquityStrategy, and Harris Irfan, CEO of Cordoba Capital Markets, discuss the potentially foundational changes in standards underway in the global Islamic bond, or sukuk, market.The Emerging Markets Podcast by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tellimer⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠– your single point of entry to emerging markets. Check out the full Tellimer offering ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here.⁠⁠⁠⁠⁠⁠⁠⁠⁠The Emerging Markets Podcast dives into a range of topics in the emerging and frontier market world including investment themes, debt restructuring, elections, and geopolitical tensions.DISCLAIMERThis podcast is provided for information purposes and represents the personal opinions of the speakers. It is not an offer or solicitation for investment in any securities, nor should it be regarded as investment advice.  Tellimer Technologies Limited does not offer or provide advice and no mention of a particular security in this podcast constitutes a recommendation to buy, sell or hold that or any security, portfolio of securities, or enter any transaction or investment strategy. Nor is any such mention an indication that any investment is suitable for any specific person.For more information, please visit Tellimer.com. 

    EMQQ's Kevin Carter and Tellimer's Duncan Wales: "Share Indices and The Rise of a Digital India"

    Play Episode Listen Later Mar 4, 2025 49:20


    Join index innovator and EMQQ Founder Kevin T. Carter and Tellimer CEO Duncan Wales as they explore the rise of equities indices in Emerging Markets and the rise of a digital India.The Emerging Markets Podcast by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tellimer⁠ ⁠⁠⁠⁠⁠⁠⁠⁠– your single point of entry to emerging markets. Check out the full Tellimer offering ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here.⁠⁠⁠⁠⁠⁠⁠⁠The Emerging Markets Podcast dives into a range of topics in the emerging and frontier market world including investment themes, debt restructuring, elections, and geopolitical tensions.DISCLAIMERThis podcast is provided for information purposes and represents the personal opinions of the speakers. It is not an offer or solicitation for investment in any securities, nor should it be regarded as investment advice.  Tellimer Technologies Limited does not offer or provide advice and no mention of a particular security in this podcast constitutes a recommendation to buy, sell or hold that or any security, portfolio of securities, or enter any transaction or investment strategy. Nor is any such mention an indication that any investment is suitable for any specific person.For more information, please visit Tellimer.com. 

    The Current State of AI in EM

    Play Episode Listen Later Feb 19, 2025 22:17


    Justin Godden and Ian Watt from Tellimer discuss the current state of AI and the potential impacts for Emerging Markets. The Emerging Markets Podcast by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tellimer⁠ ⁠⁠⁠⁠⁠⁠⁠⁠– your single point of entry to emerging markets. Check out the full Tellimer offering ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here.⁠⁠⁠⁠⁠⁠⁠⁠The Emerging Markets Podcast dives into a range of topics in the emerging and frontier market world including investment themes, debt restructuring, elections, and geopolitical tensions.DISCLAIMERThis podcast is provided for information purposes and represents the personal opinions of the speakers. It is not an offer or solicitation for investment in any securities, nor should it be regarded as investment advice. Tellimer Limited does not offer or provide personal advice and no mention of a particular security in this podcast constitutes a recommendation to buy, sell or hold that or any security, portfolio of securities, or enter any transaction or investment strategy. Nor is any such mention an indication that any investment is suitable for any specific person.

    Geronimo Mansutti and Maria-Jose Alvarez explore the past economic divergence and potential future convergence of Costa Rica, Panama, and El Salvador

    Play Episode Listen Later Nov 15, 2024 26:48


    Maria-Jose Alvarez, Tellimer Sales Associate, co-hosts this episode of the Emerging Markets Podcast with Geronimo Mansutti, LatAm Economist at Tellimer. Together they explore the recent performance of Costa Rica, Panama, and El Salvador, discussing their past economic divergence and potential future convergence The Emerging Markets Podcast by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tellimer⁠ ⁠⁠⁠⁠⁠⁠⁠– your single point of entry to emerging markets. Check out the full Tellimer offering ⁠⁠⁠⁠⁠⁠⁠⁠⁠here.⁠⁠⁠⁠⁠⁠⁠ The Emerging Markets Podcast dives into a range of topics in the emerging and frontier market world including investment themes, debt restructuring, elections, and geopolitical tensions. DISCLAIMER This podcast is provided for information purposes and represents the personal opinions of the speakers. It is not an offer or solicitation for investment in any securities, nor should it be regarded as investment advice. Tellimer Limited does not offer or provide personal advice and no mention of a particular security in this podcast constitutes a recommendation to buy, sell or hold that or any security, portfolio of securities, or enter any transaction or investment strategy. Nor is any such mention an indication that any investment is suitable for any specific person.

    Yvette Babb of William Blair and Rizwan Mahmood on sovereign restructurings in Zambia and Ghana

    Play Episode Listen Later Nov 13, 2024 31:43


    Rizwan Mahmood⁠, Head of Sales at Tellimer, hosts this episode of the Emerging Markets Podcast and sits down with Yvette Babb, local and hard currency portfolio manager at William Blair. Together, they unpack sovereign restructurings in Zambia and Ghana, and share updated insights on Nigeria, Kenya and Egypt. The Emerging Markets Podcast by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tellimer⁠ ⁠⁠⁠⁠⁠⁠– the single point of entry to EM research and data. Edited and produced by⁠⁠ Jamieson Blake. Artwork by ⁠⁠⁠Kristian Klamar⁠⁠⁠. Check out the full Tellimer offering ⁠⁠⁠⁠⁠⁠⁠⁠here.⁠⁠⁠⁠⁠⁠ The Emerging Markets Podcast dives into a range of topics in the emerging and frontier market world including investment themes, debt restructuring, elections, and geopolitical tensions. DISCLAIMER This podcast is provided for information purposes and represents the personal opinions of the speakers. It is not an offer or solicitation for investment in any securities, nor should it be regarded as investment advice. Tellimer Limited does not offer or provide personal advice and no mention of a particular security in this podcast constitutes a recommendation to buy, sell or hold that or any security, portfolio of securities, or enter any transaction or investment strategy. Nor is any such mention an indication that any investment is suitable for any specific person.

    Overlooked emerging markets with Hasnain Malik of Tellimer and Steven Quattry of Morgan Stanley Investment Management

    Play Episode Listen Later Oct 11, 2024 27:08


    Hasnain Malik, Emerging and Frontier Markets Strategist at Tellimer, hosts this episode of the Emerging Markets Podcast and sits down with Steven Quattry, Portfolio Manager for the NextGen Emerging Markets fund at Morgan Stanley Investment Management. Together, they take a tour through the macroeconomic recovery, policy course correction, and leap-frogging technology themes of overlooked smaller emerging markets. The Emerging Markets Podcast by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tellimer⁠ ⁠⁠⁠⁠⁠– the single point of entry to EM research and data. Edited and produced by⁠⁠ Cira Sarker. Artwork by ⁠⁠Kristian Klamar⁠⁠. Check out the full Tellimer offering ⁠⁠⁠⁠⁠⁠⁠here.⁠⁠⁠⁠⁠ The Emerging Markets Podcast dives into a range of topics in the emerging and frontier market world including investment themes, debt restructuring, elections, and geopolitical tensions. DISCLAIMER This podcast is provided for information purposes and represents the personal opinions of the speakers. It is not an offer or solicitation for investment in any securities, nor should it be regarded as investment advice. Tellimer Limited does not offer or provide personal advice and no mention of a particular security in this podcast constitutes a recommendation to buy, sell or hold that or any security, portfolio of securities, or enter any transaction or investment strategy. Nor is any such mention an indication that any investment is suitable for any specific person.

    Lee Buchheit and Patrick Curran discuss value recovery mechanisms and recent developments in the sovereign debt restructuring landscape

    Play Episode Listen Later Sep 5, 2024 49:01


    Join Tellimer's Senior Economist Patrick Curran as he sits down with Lee Buchheit to discuss Lee's recent paper with Gregory Makoff entitled “A Better Value Recovery Mechanism for Sovereign Debt Restructurings.” Patrick also picks Lee's brain about a range of developments across the sovereign debt restructuring landscape, including the debate on comparability of treatment and recent and ongoing restructurings in Zambia, Sri Lanka, Suriname, Ethiopia, Venezuela and Lebanon. The link to Lee's paper: https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4926056 The Emerging Markets Podcast by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tellimer⁠ ⁠⁠⁠⁠– the single point of entry to EM research and data. Edited and produced by⁠⁠ Cira Sarker. Artwork by ⁠Kristian Klamar⁠. Check out the full Tellimer offering ⁠⁠⁠⁠⁠⁠here.⁠⁠⁠⁠ The Emerging Markets Podcast dives into a range of topics in the emerging and frontier market world including investment themes, debt restructuring, elections, and geopolitical tensions. DISCLAIMER This podcast is provided for information purposes and represents the personal opinions of the speakers. It is not an offer or solicitation for investment in any securities, nor should it be regarded as investment advice. Tellimer Limited does not offer or provide personal advice and no mention of a particular security in this podcast constitutes a recommendation to buy, sell or hold that or any security, portfolio of securities, or enter any transaction or investment strategy. Nor is any such mention an indication that any investment is suitable for any specific person.

    LatAm offers opportunities for discerning investors, but you've got to be selective. With Patrick Campbell and Geronimo Mansutti

    Play Episode Listen Later Aug 22, 2024 30:29


    LatAm economist Geronimo Mansutti hosts Patrick Campbell of Morgan Stanley's emerging market debt team to discuss investment opportunities across the region, focusing on idiosyncratic options beyond Brazil and Mexico. Patrick breaks down his general views on Latin American credits, discussing the general macro outlook and investability issues in the region before taking us on a tour around Uruguay, Ecuador, Argentina, Bahamas and more! NOTE: This podcast was recorded on 20 August 2024. The Emerging Markets Podcast by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tellimer⁠ ⁠⁠⁠– the single point of entry to EM research and data. Edited and produced by⁠⁠ Cira Sarker. Artwork by Kristian Klamar. Check out the full Tellimer offering ⁠⁠⁠⁠⁠here.⁠⁠⁠ The Emerging Markets Podcast dives into a range of topics in the emerging and frontier market world including investment themes, debt restructuring, elections, and geopolitical tensions. DISCLAIMER This podcast is provided for information purposes and represents the personal opinions of the speakers. It is not an offer or solicitation for investment in any securities, nor should it be regarded as investment advice. Tellimer Limited does not offer or provide personal advice and no mention of a particular security in this podcast constitutes a recommendation to buy, sell or hold that or any security, portfolio of securities, or enter any transaction or investment strategy. Nor is any such mention an indication that any investment is suitable for any specific person.

    The future of information in EM: Duncan Wales in conversation with David Craig, former CEO of Refinitiv and Co-chair of TNFD

    Play Episode Listen Later Jul 17, 2024 26:39


    In this episode, David Craig is in conversation with Tellimer's CEO Duncan Wales discussing how data, ecology issues and AI are shaping the world of investing in EM. David Craig sold Refinitiv to The London Stock Exchange Group in 2022 for $27bn and is now the Co-Chair of the standard setting international body the Task Force on Nature-Related Financial Disclosures (TNFD). NOTE: This podcast was recorded on 4 July 2024. The Emerging Markets Podcast by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tellimer⁠ ⁠⁠– the single point of entry to EM research and data. Edited and produced by⁠⁠ Cira Sarker. Artwork by Kristian Klamar. Check out the full Tellimer offering ⁠⁠⁠⁠here.⁠⁠ The Emerging Markets Podcast dives into a range of topics in the emerging and frontier market world including investment themes, debt restructuring, elections, and geopolitical tensions. DISCLAIMER This podcast is provided for information purposes and represents the personal opinions of the speakers. It is not an offer or solicitation for investment in any securities, nor should it be regarded as investment advice. Tellimer Limited does not offer or provide personal advice and no mention of a particular security in this podcast constitutes a recommendation to buy, sell or hold that or any security, portfolio of securities, or enter any transaction or investment strategy. Nor is any such mention an indication that any investment is suitable for any specific person.

    What's going on with the (super?) peso? With Enrique Covarrubias of Actinver and Geronimo Mansutti

    Play Episode Listen Later Jul 1, 2024 27:40


    Enrique Covarrubias, Actinver's chief economist, joins this episode of the Emerging Markets podcast to walks us through the recent performance of the peso, from its significant appreciation since 2020 to the recent volatility that made it the worst-performing major currency this quarter. Hosted by Tellimer's senior LatAm credit strategist Geronimo Mansutti, CFA, the two discuss the 27 June monetary policy decision, how to think about the Bank of Mexico's decision-making process, and the short and mid-term outlook for Mexico's monetary policy. NOTE: This podcast was recorded on 28 June 2024 at 14:30 UK time. The Emerging Markets Podcast by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tellimer⁠ ⁠⁠– the single point of entry to EM research and data. Edited and produced by Cira Sarker⁠⁠.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Artwork by Kristian Klamar. Check out the full Tellimer offering ⁠⁠⁠⁠here.⁠⁠ The Emerging Markets Podcast dives into a range of topics in the emerging and frontier market world including investment themes, debt restructuring, elections, and geopolitical tensions. DISCLAIMER This podcast is provided for information purposes and represents the personal opinions of the speakers. It is not an offer or solicitation for investment in any securities, nor should it be regarded as investment advice. Tellimer Limited does not offer or provide personal advice and no mention of a particular security in this podcast constitutes a recommendation to buy, sell or hold that or any security, portfolio of securities, or enter any transaction or investment strategy. Nor is any such mention an indication that any investment is suitable for any specific person.

    South Africa Post-Election Review with Dennis Shen and Thomas Gillet of Scope Ratings, with Patrick Curran

    Play Episode Listen Later May 31, 2024 23:55


    For this episode, Tellimer's Senior Economist Patrick Curran is joined by Dennis Shen and Thomas Gillet of Scope Ratings to unpack South Africa's historic general elections and the potential policy, economic, fiscal and sovereign-rating implications. NOTE: This podcast was recorded on 31 May 2024 at 14:00 UK time before final results had been announced. The Emerging Markets Podcast by ⁠⁠⁠⁠⁠⁠⁠⁠⁠Tellimer⁠ ⁠– the single point of entry to EM research and data. Edited and produced by⁠ ⁠Fabian Hodge⁠⁠⁠⁠.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Artwork by Kristian Klamar. Check out the full Tellimer offering ⁠⁠⁠here.⁠ The Emerging Markets Podcast dives into a range of topics in the emerging and frontier market world including investment themes, debt restructuring, elections, and geopolitical tensions. DISCLAIMER This podcast is provided for information purposes and represents the personal opinions of the speakers. It is not an offer or solicitation for investment in any securities, nor should it be regarded as investment advice. Tellimer Limited does not offer or provide personal advice and no mention of a particular security in this podcast constitutes a recommendation to buy, sell or hold that or any security, portfolio of securities, or enter any transaction or investment strategy. Nor is any such mention an indication that any investment is suitable for any specific person.

    Hasnain Malik and Jitania Kandhari of Morgan Stanley Investment Management on a journey through the emerging market universe

    Play Episode Listen Later May 21, 2024 36:10


    Hasnain Malik, Emerging and Frontier Markets Strategy at Tellimer, hosts this episode of the Emerging Markets Podcast and sits down with Jitania Kandhari, Head of Macro and Thematic Research for the Emerging Markets Equities at Morgan Stanley Investment Management, where she is also Co-Lead Portfolio Manager for the Passport Overseas Equity Strategy fund. Together, they journey at light speed thought the emerging market universe, from the largest EMs, China and India, to the commodity exporters like Saudi and South Africa, the Tech-centric markets of South Korea and Taiwan, and some of the smaller frontiers like Egypt. The Emerging Markets Podcast by ⁠⁠⁠⁠⁠⁠⁠⁠Tellimer⁠ – the single point of entry to EM research and data. Edited and produced by ⁠Fabian Hodge⁠⁠⁠.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Artwork by Kristian Klamar. Check out the full Tellimer offering ⁠⁠here. The Emerging Markets Podcast dives into a range of topics in the emerging and frontier market world including investment themes, debt restructuring, elections, and geopolitical tensions. DISCLAIMER This podcast is provided for information purposes and represents the personal opinions of the speakers. It is not an offer or solicitation for investment in any securities, nor should it be regarded as investment advice. Tellimer Limited does not offer or provide personal advice and no mention of a particular security in this podcast constitutes a recommendation to buy, sell or hold that or any security, portfolio of securities, or enter any transaction or investment strategy. Nor is any such mention an indication that any investment is suitable for any specific person.

    EM debt performance and the impact of US rate repricing, global geopolitics and more with Rizwan Mahmood and Ella Ryan

    Play Episode Listen Later Apr 18, 2024 7:04


    Rizwan Mahmood, Head of Sales at Tellimer, breaks down emerging and frontier market debt performance this year, alongside the podcasts executive producer Ella Ryan. Riz delves into the number behind spread and price terms, and discusses how the repricing of the US curve has impacted EM/FM assets. During this flash podcast, he also gives a high-level overview of most critical developments in geopolitics so far in 2024 including the continuing tension in the Middle East. The Emerging Markets Podcast by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tellimer⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ – the single point of entry to EM research and data. Edited and produced by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ella Ryan⁠⁠.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Artwork by Kristian Klamar. Check out the full Tellimer offering here. The Emerging Markets Podcast dives into a range of topics in the emerging and frontier market world including investment themes, debt restructuring, elections, and geopolitical tensions. DISCLAIMER This podcast is provided for information purposes and represents the personal opinions of the speakers. It is not an offer or solicitation for investment in any securities, nor should it be regarded as investment advice. Tellimer Limited does not offer or provide personal advice and no mention of a particular security in this podcast constitutes a recommendation to buy, sell or hold that or any security, portfolio of securities, or enter any transaction or investment strategy. Nor is any such mention an indication that any investment is suitable for any specific person.

    Views on emerging markets from the top | Duncan Wales with Nick Rohatyn, CEO of The Rohatyn Group

    Play Episode Listen Later Apr 4, 2024 33:32


    Tellimer's founder and CEO, Duncan Wales sits down with Nick Rohatyn, CEO of The Rohatyn Group. Prior to founding TRG in 2002, Nick spent 19-years at J.P. Morgan, including 5 years as a member of J.P. Morgan's executive management team, holding a variety of leadership positions in emerging markets, foreign exchange, commodities, and more. Nick is also a founder and the former chairman of the Emerging Markets Traders Association - a key leader and innovator in the space. Together, Duncan and Nick consider how all key investment themes can be accessed through emerging markets; most importantly interest rates, geopolitical tensions, and climate change. They also touch on private credit from the perspective of a fund manager, currency risk, the role of China, upcoming US elections, and the most critical developments in the asset class. You can find out more about Nick Rohatyn and The Rohatyn Group here. The Emerging Markets Podcast by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tellimer⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ – the single point of entry to EM research and data. Edited and produced by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ella Ryan⁠⁠.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Artwork by Kristian Klamar. To receive the Tellimer Today daily newsletter and access one free article a month for just 50$ a month, sign up ⁠⁠⁠⁠here⁠⁠⁠⁠. The Emerging Markets Podcast dives into a range of topics in the emerging and frontier market world including investment themes, debt restructuring, elections, and geopolitical tensions. DISCLAIMER This podcast is provided for information purposes and represents the personal opinions of the speakers. It is not an offer or solicitation for investment in any securities, nor should it be regarded as investment advice. Tellimer Limited does not offer or provide personal advice and no mention of a particular security in this podcast constitutes a recommendation to buy, sell or hold that or any security, portfolio of securities, or enter any transaction or investment strategy. Nor is any such mention an indication that any investment is suitable for any specific person.

    Hasnain Malik and Asha Mehta of Global Delta Capital on a whistle stop tour of the biggest investment debates in emerging markets

    Play Episode Listen Later Mar 15, 2024 36:39


    Hasnain Malik, Emerging and Frontier Markets Strategy at Tellimer, hosts this episode of the Emerging Markets Podcast and sits down with Asha Mehta, Managing Partner & CIO at Global Delta Capital. Together, they take a tour through emerging markets, from China, India, Saudi, to the smaller frontiers, and a look ahead at the impact of the US election, as well as discuss Asha's book, Power of Capital: An Adventure Capitalist's Journey to a Sustainable Future (2022), which is replete with arguments and anecdotes uncovered over a career of analysis of and travel in the emerging markets. The Emerging Markets Podcast by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tellimer⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ – the single point of entry to EM research and data. Edited and produced by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ella Ryan⁠⁠.⁠⁠⁠⁠⁠⁠⁠⁠⁠ Artwork by Kristian Klamar. DISCLAIMERS The views and opinions expressed in this discussion are that of Asha Mehta's only, for informational purposes, and should not be relied upon as investment advice or be used as a basis for making any investment decisions. This podcast is provided for information purposes and represents the personal opinions of the speakers. It is not an offer or solicitation for investment in any securities, nor should it be regarded as investment advice. Tellimer Limited does not offer or provide personal advice and no mention of a particular security in this podcast constitutes a recommendation to buy, sell or hold that or any security, portfolio of securities, or enter any transaction or investment strategy. Nor is any such mention an indication that any investment is suitable for any specific person.

    On the ground in Jordan: An oasis of calm in the Middle East

    Play Episode Listen Later Mar 12, 2024 29:21


    Tellimer's founder and CEO, Duncan Wales discusses the Hashemite Kingdom of Jordan with capital markets veteran, advisor, investment banker and markets regulator Majd Shafiq. Duncan and Majd consider the equity market, sovereign Eurobonds and the opportunities for investment into the country. Despite its challenging location and the war in Gaza, Jordan maintains surprisingly good relations with its regional neighbours as well as the US and is adept at staying friends with countries that are often not always friends with each other. Jordan has a strong minerals sector, an educated workforce, a garments manufacturing base and a critical role in regional diplomacy and security. The Emerging Markets Podcast by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tellimer⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ – the single point of entry to EM research and data. Edited and produced by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ella Ryan⁠⁠.⁠⁠⁠⁠⁠⁠⁠⁠ Artwork by Kristian Klamar. To receive the Tellimer Today daily newsletter and access one free article a month for just 50$ a month, sign up ⁠⁠⁠here⁠⁠⁠. The Emerging Markets Podcast dives into a range of topics in the emerging and frontier market world including investment themes, debt restructuring, elections, and geopolitical tensions. DISCLAIMER This podcast is provided for information purposes and represents the personal opinions of the speakers. It is not an offer or solicitation for investment in any securities, nor should it be regarded as investment advice. Tellimer Limited does not offer or provide personal advice and no mention of a particular security in this podcast constitutes a recommendation to buy, sell or hold that or any security, portfolio of securities, or enter any transaction or investment strategy. Nor is any such mention an indication that any investment is suitable for any specific person.

    Flash episode: Pakistan's election as it unfolds... with Rizwan Mahmood and Mustafa Paracha

    Play Episode Listen Later Feb 8, 2024 8:55


    This podcast was recorded on the 8 Feburary 2024, at 15:00 UK before any official results had been announced. *CORRECTION: Pakistan 31s trade at 68 cash px, not 61, as Riz incorrectly referenced in the podcast. For this special flash podcast, Riz (Head of Sales) and Musti (Team Lead - Institutional Sales), sit down for an off the cuff conversation amid the ongoing elections in Pakistan. They provide on the ground insights from family and friends in Pakistan; Musti sheds light on the ballot casting process, the likely composition of the next administration, the influence of the army over politics, and economics. Rizwan delves into Pakistan's hard currency bonds, discussing historical performance and providing his views on how they will trade in the coming days as the political parties seek to form a new government. This episode is an informal, anecdotal conversation and the speakers are not regulated investment advisors, and they reference a published report on Tellimer by Patrick Curran. For more emerging and frontier market content, make sure to follow The Emerging Markets Podcast by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tellimer⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ – the single point of entry to EM research and data. Edited and produced by ⁠⁠⁠⁠⁠⁠⁠⁠⁠Ella Ryan⁠⁠.⁠⁠⁠⁠⁠⁠⁠ Artwork by Kristian Klamar. To receive the Tellimer Today daily newsletter and access one free article a month for just 50$ a month, sign up ⁠⁠here⁠⁠. The Emerging Markets Podcast dives into a range of topics in the emerging and frontier market world including investment themes, debt restructuring, elections, and geopolitical tensions. This podcast is provided for information purposes and represents the personal opinions of the speakers. It is not an offer or solicitation for investment in any securities, nor should it be regarded as investment advice. Tellimer Limited does not offer or provide personal advice and no mention of a particular security in this podcast constitutes a recommendation to buy, sell or hold that or any security, portfolio of securities, or enter any transaction or investment strategy. Nor is any such mention an indication that any investment is suitable for any specific person.

    Chief Economist Stuart Culverhouse and Joe Delvaux, Senior PM at Amundi, on sovereign default cases in Zambia, Ghana and Sri Lanka

    Play Episode Listen Later Feb 6, 2024 45:15


    Join Tellimer's Chief Economist Stuart Culverhouse as he sits down with Joe Delvaux, Senior Portfolio Manager of Amundi, who has a focus on distressed and special situations. Together, they explore the ongoing cases in Zambia, Ghana and Sri Lanka, looking particularly at paths to sustainable debt, China's role in restructuring, lessons from the Common Framework, ongoing bondholder negotiations, and much more. For more emerging and frontier market content, make sure to follow The Emerging Markets Podcast by ⁠⁠⁠⁠⁠⁠⁠⁠⁠Tellimer⁠⁠⁠⁠⁠⁠⁠⁠⁠ – the single point of entry to EM research and data. Edited and produced by ⁠⁠⁠⁠⁠⁠⁠⁠Ella Ryan⁠⁠.⁠⁠⁠⁠⁠⁠ Artwork by Kristian Klamar. To receive the Tellimer Today daily newsletter and access one free article a month for just 50$ a month, sign up ⁠here⁠. The Emerging Markets Podcast dives into a range of topics in the emerging and frontier market world including investment themes, debt restructuring, elections, and geopolitical tensions. This podcast is provided for information purposes and represents the personal opinions of the speakers. It is not an offer or solicitation for investment in any securities, nor should it be regarded as investment advice. Tellimer Limited does not offer or provide personal advice and no mention of a particular security in this podcast constitutes a recommendation to buy, sell or hold that or any security, portfolio of securities, or enter any transaction or investment strategy. Nor is any such mention an indication that any investment is suitable for any specific person.

    Sovereign debt restructuring musings with Mitu Gulati and Mark Weidemaier of Clauses and Controversies, with Patrick Curran

    Play Episode Listen Later Jan 26, 2024 33:32


    For this episode, Tellimer's Senior Economist Patrick Curran sits down with Mitu and Mark – professors of law at the University of Virginia and University of North Carolina and hosts of the Clauses and Controversies podcast – to discuss recent developments in the sovereign debt restructuring landscape. Mitu and Mark share their insights on Zambia's comparability of treatment fiasco, ongoing suits in Sri Lanka and Venezuela, and a potentially dodgy aspect of the Tierra Del Fuego exchange offer. For more emerging and frontier market content, make sure to follow The Emerging Markets Podcast by ⁠⁠⁠⁠⁠⁠⁠⁠Tellimer⁠⁠⁠⁠⁠⁠⁠⁠ – the single point of entry to EM research and data. Edited and produced by ⁠⁠⁠⁠⁠⁠⁠Ella Ryan⁠⁠.⁠⁠⁠⁠⁠ Artwork by Kristian Klamar. The Emerging Markets Podcast dives into a range of topics in the emerging and frontier market world including investment themes, debt restructuring, elections, and geopolitical tensions. This podcast is provided for information purposes and represents the personal opinions of the speakers. It is not an offer or solicitation for investment in any securities, nor should it be regarded as investment advice. Tellimer Limited does not offer or provide personal advice and no mention of a particular security in this podcast constitutes a recommendation to buy, sell or hold that or any security, portfolio of securities, or enter any transaction or investment strategy. Nor is any such mention an indication that any investment is suitable for any specific person.

    Hasnain Malik and Dominic Bokor-Ingram of Fiera Capital on misunderstood opportunity in emerging markets

    Play Episode Listen Later Jan 8, 2024 24:06


    For our first episode of 2024, Hasnain Malik, Strategy & Head of Equity Research at Tellimer, is joined by Dominic Bokor-Ingram from Fiera Capital. Together they discuss the often-misunderstood opportunity in emerging markets. They delve into how the asset class has evolved, FX risks, countries to avoid, touch on markets such as Malaysia, Mexico, India, South Africa, and much more. For more emerging and frontier market content, make sure to follow The Emerging Markets Podcast by ⁠⁠⁠⁠⁠⁠⁠Tellimer⁠⁠⁠⁠⁠⁠⁠ - the single point of entry to EM research and data. Edited and produced by ⁠⁠⁠⁠⁠⁠Ella Ryan⁠⁠.⁠⁠⁠⁠ Artwork by Kristian Klamar. The Emerging Markets Podcast dives into a range of topics in the emerging and frontier market world including investment themes, debt restructuring, elections, and geopolitical tensions. This podcast is provided for information purposes and represents the personal opinions of the speakers. It is not an offer or solicitation for investment in any securities, nor should it be regarded as investment advice. Tellimer Limited does not offer or provide personal advice and no mention of a particular security in this podcast constitutes a recommendation to buy, sell or hold that or any security, portfolio of securities, or enter any transaction or investment strategy. Nor is any such mention an indication that any investment is suitable for any specific person.

    Emerging market debt outlook 2024 with Carlos de Sousa, EMD Strategist and PM at Vontobel AM

    Play Episode Listen Later Dec 15, 2023 38:18


    For the final episode of The Emerging Markets Podcast for 2023, host Rizwan Mahmood and Carlos de Sousa of Vontobel Asset Management recap on the year for emerging market debt, and discuss their outlook for 2024. Together, they delve into markets on the minds of investors, including Argentina, Pakistan and Egypt. Also, they discuss the potential implications of upcoming elections, risks ahead, IMF programmes, and more. A huge thank you to all the guests who sat down to talk with us this year, and to all our listeners for joining! Stay tuned for more episodes in 2024. For more emerging and frontier market content, make sure to follow The Emerging Markets Podcast by ⁠⁠⁠⁠⁠⁠Tellimer⁠⁠⁠⁠⁠⁠ - the single point of entry to EM research and data. Edited and produced by ⁠⁠⁠⁠⁠Ella Ryan⁠⁠.⁠⁠⁠ Artwork by Kristian Klamar. The Emerging Markets Podcast dives into a range of topics in the emerging and frontier market world including investment themes, debt restructuring, elections, and geopolitical tensions. This podcast is provided for information purposes and represents the personal opinions of the speakers. It is not an offer or solicitation for investment in any securities, nor should it be regarded as investment advice. Tellimer Limited does not offer or provide personal advice and no mention of a particular security in this podcast constitutes a recommendation to buy, sell or hold that or any security, portfolio of securities, or enter any transaction or investment strategy. Nor is any such mention an indication that any investment is suitable for any specific person.

    Hasnain Malik and Charlie Robertson on the path to development in emerging markets

    Play Episode Listen Later Dec 11, 2023 29:01


    Hasnain Malik, Emerging and Frontier Markets Strategy at Tellimer, hosts this episode and sits down with Charlie Robertson, Head of Macro and Strategy at FIM Partners. Together, they discuss Charlie's book, The Time Travelling Economist (2022), which explores the key issues that countries in Africa and South Asia need to address in order to escape poverty. They take a look at how fertility, electricity, textiles, and more, impact development in any underdeveloped emerging or frontier market. For more emerging and frontier market content, make sure to follow The Emerging Markets Podcast by ⁠⁠⁠⁠⁠Tellimer⁠⁠⁠⁠⁠, the single point of entry to EM/FM research and data. Edited and produced by ⁠⁠⁠⁠Ella Ryan⁠⁠.⁠⁠ Artwork by Kristian Klamar. The Emerging Markets Podcast dives into a range of topics in the emerging and frontier market world including investment themes, debt restructuring, elections, and geopolitical tensions. This podcast is provided for information purposes and represents the personal opinions of the speakers. It is not an offer or solicitation for investment in any securities, nor should it be regarded as investment advice. Tellimer Limited does not offer or provide personal advice and no mention of a particular security in this podcast constitutes a recommendation to buy, sell or hold that or any security, portfolio of securities, or enter any transaction or investment strategy. Nor is any such mention an indication that any investment is suitable for any specific person.

    The EM energy transition with Enoda Founder Paul Domjan, hosted by Tellimer CEO Duncan Wales

    Play Episode Listen Later Nov 23, 2023 28:49


    Join us for a special episode with Paul Domjan, Enoda Founder and Chief Policy and Global Affairs Officer, hosted by Tellimer CEO and co-founder Duncan Wales. Together, they discuss the lessons that emerging market energy transition has for the developed markets, the technical and policy challenges for emerging markets, and a look forward to the COP28 climate conference in Dubai. For more emerging and frontier market content, make sure to follow The Emerging Markets Podcast by ⁠⁠⁠⁠Tellimer⁠⁠⁠⁠, the single point of entry to EM/FM research and data. Edited and produced by ⁠⁠⁠Ella Ryan⁠⁠.⁠ Artwork by Kristian Klamar. The Emerging Markets Podcast dives into a range of topics in the emerging and frontier market world including investment themes, debt restructuring, elections, and geopolitical tensions. This podcast is provided for information purposes and represents the personal opinions of the speakers. It is not an offer or solicitation for investment in any securities, nor should it be regarded as investment advice. Tellimer Limited does not offer or provide personal advice and no mention of a particular security in this podcast constitutes a recommendation to buy, sell or hold that or any security, portfolio of securities, or enter any transaction or investment strategy. Nor is any such mention an indication that any investment is suitable for any specific person.

    Key takeaways from the IMF Annual Meetings in Marrakech with Rukayat Yusuf: A focus on Nigeria, Kenya, and Ghana

    Play Episode Listen Later Oct 25, 2023 19:07


    Join host ⁠Rizwan Mahmood⁠ as he sits down with ⁠Rukayat Yusuf⁠ of Pharo Management to discuss the key takeaways from the IMF and World Bank Annual Meetings in Marrakech. With a particular focus on Nigeria, Kenya, and Ghana, Rukayat presents some initial thoughts on the restructuring terms presented to bondholders. For more emerging and frontier market content, make sure to follow The Emerging Markets Podcast by ⁠⁠⁠⁠Tellimer⁠⁠⁠⁠, the single point of entry to EM/FM research and data. Edited and produced by ⁠⁠Ella Ryan⁠⁠. Artwork by Kristian Klamar.

    On the ground in Vietnam with Hasnain Malik: Investability and market performance, hosted by CEO Duncan Wales

    Play Episode Listen Later Sep 21, 2023 25:45


    Tellimer CEO and co-founder Duncan Wales discusses Vietnam with Hasnain Malik, Head of Frontier Markets Strategy at Tellimer, who had just touched down in Ho Chi Minh city.  They discuss investability, market performance, geopolitical positioning and investment opportunities in one of Asia's most dynamic economies: demographics, GDP growth, recovery after COVID, economic setbacks and their context, the ongoing tension between China, the US, and Taiwan, and the impact of these factors on attracting investors into the SE Asia region. For more emerging and frontier market content, make sure to follow The Emerging Markets Podcast by ⁠⁠Tellimer⁠⁠, the single point of entry to EM/FM research and data. Edited and produced by Ella Ryan. The Emerging Markets Podcast dives into a range of topics in the emerging and frontier market world including investment themes, debt restructuring, elections, and geopolitical tensions. This podcast is provided for information purposes and represents the personal opinions of the speakers. It is not an offer or solicitation for investment in any securities, nor should it be regarded as investment advice. Tellimer Limited does not offer or provide personal advice and no mention of a particular security in this podcast constitutes a recommendation to buy, sell or hold that or any security, portfolio of securities, or enter any transaction or investment strategy. Nor is any such mention an indication that any investment is suitable for any specific person.

    Yvette Babb of William Blair on valuations in Nigeria, Kenya, Ghana, and Egypt

    Play Episode Listen Later Aug 25, 2023 27:07


    Yvette Babb, local and hard currency portfolio manager at William Blair, joins host Rizwan Mahmood for a chat on the recent sell off of SSA sovereign bonds. Yvette shares her insights on Nigeria, Kenya, Ghana, and Egypt and talks about where valuations are at today. We were delighted to have Yvette join us at Tellimer in London for our first in-person recording. Edited and produced by Ella Ryan. For more emerging and frontier market content, make sure to follow The Emerging Markets Podcast by ⁠Tellimer⁠, the single point of entry to EM/FM research and data. The Emerging Markets Podcast dives into a range of topics in the emerging and frontier market world including investment themes, debt restructuring, elections, and geopolitical tensions. This podcast is provided for information purposes and represents the personal opinions of the speakers. It is not an offer or solicitation for investment in any securities, nor should it be regarded as investment advice. Tellimer Limited does not offer or provide personal advice and no mention of a particular security in this podcast constitutes a recommendation to buy, sell or hold that or any security, portfolio of securities, or enter any transaction or investment strategy. Nor is any such mention an indication that any investment is suitable for any specific person.

    EM H2 credit outlook with Romain Bordenave at Edmond de Rothschild, with thoughts on Ecuador, Ghana, and Nigeria

    Play Episode Listen Later Aug 2, 2023 23:15


    Host Rizwan Mahmood speaks with Romain Bordenave, Head of Emerging Market Debt at Edmond de Rothschild. Romain discusses his outlook for H2 for EM/FM Credit. On Nigeria, they discuss regime change and if the bonds have any additional upside. On Ghana, the recent positive performance and if it is anything more than a crises recovery trade. Finally, they take a look at Ecuador's political turmoil, and how to trade the name as an investor. For more emerging and frontier market content, make sure to follow The Emerging Markets Podcast by Tellimer, your single point of entry to EM/FM research and data. The Emerging Markets Podcast dives into a range of topics in the emerging and frontier market world including investment themes, debt restructuring, elections, and geopolitical tensions. This podcast is provided for information purposes and represents the personal opinions of the speakers. It is not an offer or solicitation for investment in any securities, nor should it be regarded as investment advice. Tellimer Limited does not offer or provide personal advice and no mention of a particular security in this podcast constitutes a recommendation to buy, sell or hold that or any security, portfolio of securities, or enter any transaction or investment strategy. Nor is any such mention an indication that any investment is suitable for any specific person.

    Thoughts on Egypt, China, and Taiwan with Vikram Aggarwal, plus highest conviction ideas across credit, rates, and FX

    Play Episode Listen Later Jun 16, 2023 30:58


    Vikram Aggarwal is an Investment Manager in the Fixed Income team at Jupiter Asset Management, focusing on sovereign and emerging market debt. He is the lead investment manager of Jupiter's sovereign bond mandate. In this episode he joins host Rizwan Mahmood to discuss his views on the army and signs of structural reform in Egypt, how to navigate possible escalations in China/Taiwan as an investor, and his highest conviction ideas across credit, rates, and FX. For more emerging and frontier market content, make sure to follow The Emerging Markets Podcast by Tellimer. The Emerging Markets Podcast dives into a range of topics in the emerging and frontier market world including investment themes, debt restructuring, elections, and geopolitical tensions. This podcast is provided for information purposes and represents the personal opinions of the speakers. It is not an offer or solicitation for investment in any securities, nor should it be regarded as investment advice. Tellimer Limited does not offer or provide personal advice and no mention of a particular security in this podcast constitutes a recommendation to buy, sell or hold that or any security, portfolio of securities, or enter any transaction or investment strategy. Nor is any such mention an indication that any investment is suitable for any specific person.

    Gender equality in the creditworthiness of EM sovereign debt with Karim Henide

    Play Episode Listen Later May 12, 2023 29:37


    Karim Henide, Portfolio Manager of Liquid Alternatives at Record Currency Management, gives us an exclusive insight into an upcoming paper, 'Isolating the female agency-driven development factor in external sovereign emerging market debt' (Henide and Ahmar, 2023). Highlighting the methodology and key findings of the paper, Karim discusses drivers improving female agency, environmental, social, and governance (ESG) investing, as well as the role of women in emerging markets and Saudi's Vision 2030 gender achievements. The Emerging Markets Podcast dives into a range of topics in the emerging and frontier market world including investment themes, debt restructuring, elections, and geopolitical tensions. This podcast is provided for information purposes and represents the personal opinions of the speakers. It is not an offer or solicitation for investment in any securities, nor should it be regarded as investment advice. Tellimer Limited does not offer or provide personal advice and no mention of a particular security in this podcast constitutes a recommendation to buy, sell or hold that or any security, portfolio of securities, or enter any transaction or investment strategy. Nor is any such mention an indication that any investment is suitable for any specific person.

    Investor sentiment at the IMF/WB Spring Meetings with Kevin Daly, Investment Director at Abrdn Investments

    Play Episode Listen Later Apr 28, 2023 33:42


    Rizwan Mahmood sits down with our first guest Kevin Daly, Investment Director and Head of Frontier Sovereign Strategy at Abrdn Investments. They discuss investor sentiment post the IMF/WB Spring meetings, and the risks faced by heavily distressed frontier markets. Kevin shares his views on the G20 Common Framework, and if we might see a HIPC style initiative for heavily debt burdened countries. Finally, Kevin outlines his highest conviction ideas, and flags the countries which cause him concern as an investor. The Emerging Markets Podcast dives into a range of topics in the emerging and frontier market world including investment themes, debt restructuring, elections, and geopolitical tensions. This podcast is provided for information purposes and represents the personal opinions of the speakers. It is not an offer or solicitation for investment in any securities, nor should it be regarded as investment advice. Tellimer Limited does not offer or provide personal advice and no mention of a particular security in this podcast constitutes a recommendation to buy, sell or hold that or any security, portfolio of securities, or enter any transaction or investment strategy. Nor is any such mention an indication that any investment is suitable for any specific person.

    Ghana with Stuart Culverhouse

    Play Episode Listen Later Mar 10, 2023 30:30


    Stuart Culverhouse, Chief Economist and Head of Fixed Income Research, and host Rizwan Mahmood discuss Ghana's recent external debt default and outline the policy missteps which led the country to announce a moratorium on its debt. Stuart shares his thoughts on how the 2030 World Bank guaranteed Eurobond will be treated in the restructuring, and if the G20 Common Framework is likely to be a success. The Emerging Markets Podcast dives into a range of topics in the EM world including investment themes, debt restructuring, elections, and geopolitical tensions. This podcast is provided for information purposes and represents the personal opinions of the speakers. It is not an offer or solicitation for investment in any securities, nor should it be regarded as investment advice. Tellimer Limited does not offer or provide personal advice and no mention of a particular security in this podcast constitutes a recommendation to buy, sell or hold that or any security, portfolio of securities, or enter any transaction or investment strategy. Nor is any such mention an indication that any investment is suitable for any specific person.

    Minisode: Will Pakistan default on its debt? With Tellimer CEO Duncan Wales

    Play Episode Listen Later Feb 16, 2023 15:38


    In this bite-size episode, Tellimer CEO and co-founder Duncan Wales sits down with host Rizwan Mahmood to weigh in on Pakistan - defaulting on their debt, the role of the IMF, Imran Khan, exogenous shocks, and Pakistani food. The Emerging Markets Podcast dives into a range of topics in the EM world including investment themes, elections, and geopolitical tensions. This podcast is provided for information purposes and represents the personal opinions of the speakers. It is not an offer or solicitation for investment in any securities, nor should it be regarded as investment advice. Tellimer Limited does not offer or provide personal advice and no mention of a particular security in this podcast constitutes a recommendation to buy, sell or hold that or any security, portfolio of securities, or enter any transaction or investment strategy. Nor is any such mention an indication that any investment is suitable for any specific person.

    Israel, Egypt, India, and more with Hasnain Malik

    Play Episode Listen Later Feb 10, 2023 28:49


    Welcome to the The Emerging Markets Podcast by Tellimer. For our second episode, Strategy and Head of Equity Research Hasnain Malik joins us to talk Prime Minister Netanyahu's return to power in Israel, Egypt's investment potential, the possibility of a US-China war, and much more with our host Rizwan Mahmood. Follow along as they dive into a range of topics in the EM world including investment themes, elections, and geopolitical tensions. This podcast is provided for information purposes and represents the personal opinions of the speakers. It is not an offer or solicitation for investment in any securities, nor should it be regarded as investment advice. Tellimer Limited does not offer or provide personal advice and no mention of a particular security in this podcast constitutes a recommendation to buy, sell or hold that or any security, portfolio of securities, or enter any transaction or investment strategy. Nor is any such mention an indication that any investment is suitable for any specific person.

    Emerging/Frontier Markets Sovereign Credit Outlook 2023 with Patrick Curran

    Play Episode Listen Later Jan 27, 2023 19:25


    Welcome to the The Emerging Markets Podcast by Tellimer. For our first episode, host Rizwan Mahmood discusses the 2023 EM/FM sovereign credit outlook with Patrick Curran, Senior Economist. Follow along as they dive into a range of topics in the EM world including investment themes, elections in Pakistan and Nigeria, and Sri Lanka's debt restructuring. This podcast is provided for information purposes and represents the personal opinions of the speakers. It is not an offer or solicitation for investment in any securities, nor should it be regarded as investment advice. Tellimer Limited does not offer or provide personal advice and no mention of a particular security in this podcast constitutes a recommendation to buy, sell or hold that or any security, portfolio of securities, or enter any transaction or investment strategy. Nor is any such mention an indication that any investment is suitable for any specific person.

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