Shows
The Emerging Markets Podcast by TellimerSovereign Credit Risk: The Challenges for InvestorsDr. Lupin Rahman, leading sovereign debt expert and author of The Sovereign Debt Investor, joins Tellimer Founder & CEO Duncan Wales to discuss why sovereign credit risk is no longer confined to emerging markets and how the EM playbook is increasingly shaping global fixed income. Drawing on Lupin's experience at PIMCO, the IMF and the World Bank, the conversation explores how rising debt burdens in advanced economies are turning sovereign debt into an active driver of market volatility, challenging traditional assumptions around the risk-free rate. They also examine the importance of policy credibility, geopolitics and scenario-based risk pricing, the growing...
2026-02-0346 minThe Emerging Markets Podcast by TellimerStablecoins, Sovereignty, and Settlement Speed: Why 2026 Could Be the Year of AdoptionTanner Taddeo, CEO and co-founder of Stable Sea, joins Tellimer CEO, Duncan Wales, to discuss how stablecoins are moving from the crypto periphery into the core infrastructure of global payments. Drawing on Tanner’s background across humanitarian finance, investment banking and enterprise fintech, the conversation explores how stablecoins help businesses hedge currency volatility, bypass USD liquidity constraints and speed up cross-border settlement in emerging markets, particularly across Global South–to–Global South trade corridors. They also examine the geopolitics of digital financial rails, the rise of non-USD stablecoins and on-chain FX, the role of regulation and reserve transparency, and why st...
2026-01-1942 minThe Emerging Markets Podcast by TellimerFrom Tariffs to Tight Spreads: 2025 in Review for Emerging MarketsMaria Jose Alvarez, Client Success Manager at Tellimer, joins CEO Duncan Wales for a special year-in-review episode, revisiting what the team got right — and less right — in their 2025 emerging markets outlook. They unpack the impact of Trump’s second term and “Liberation Day” tariffs, the weaker US dollar and its outsized boost to EM local debt, hard currency bonds and equities, and why frontier markets like Vietnam and Indonesia quietly benefited from trade re-routing. The conversation also covers a more complicated-than-expected geopolitical backdrop, the absence of new sovereign defaults, the role of elections in shaping policy credibility, and why local rate...
2025-12-1644 minThe Emerging Markets Podcast by TellimerEmerging Markets equities unpacked: IPO booms, geopolitical risk, and frontier opportunitiesIn this episode, Dominic Bokor-Ingram, Senior Portfolio Manager at Fiera Capital, joins Tellimer CEO, Duncan Wales, to dive deep into the forces shaping emerging markets today. Dominic and Duncan examine Saudi Arabia’s rapid evolution into an IPO powerhouse and why saturation may now be weighing on valuations. Dominic shares insights on Central Asia’s double-edged impact from the Russia-Ukraine conflict, where capital inflows are supporting growth but also fuelling inflation, along with the potential upside if risk premiums begin to ease. The conversation also highlights Egypt’s pivotal Ras El Hekma deal and the role of Gulf-driven investment as cat...
2025-12-0347 minThe Emerging Markets Podcast by TellimerFrom Crisis to Creditor: Fiscal Dominance and the New EM Debt PlaybookEric Fine, Portfolio Manager and Head of Active Emerging Market Debt at VanEck, joins Tellimer CEO Duncan Wales to unpack how emerging markets have evolved from cyclical shock-takers to structural beneficiaries in a world where fiscal dominance is increasingly a developed-market issue. The conversation dives into the transformation of EM policy credibility, the rise of local-currency markets, and the shifting dynamics of reserve management driven by sanctions, gold accumulation, and the growing influence of CNY. They also explore the surge in EMFX, the balance between local and hard-currency debt, and where the most compelling opportunities — and risks — sit as inve...
2025-11-2652 minThe Emerging Markets Podcast by TellimerFrom Risk to Resilience: Sustainable Debt in Emerging MarketsEsther Law, Senior Portfolio Manager and Emerging Markets Sovereign Lead at Amundi, sits down with Tellimer CEO Duncan Wales to examine how emerging markets are building resilience through sustainable debt. Their discussion covers the evolving role of blended finance and multilateral development banks, the outlook for green and blue bond issuance, and the balance between local and hard-currency markets. They also reflect on recent sovereign restructurings and policy progress across emerging economies, highlighting where new opportunities are emerging in the next phase of EM fixed income.The Emerging Markets Podcast by Tellimer – Emerging Markets, Connected. Check out the full Tellimer offering ...
2025-11-0541 min
Sovereign Debt with Jill DauchyEpisode 34: Duncan Wales on Tellimer and leveraging A.I.Duncan Wales, CEO of Tellimer, joins the show to discuss the origins of the company, their unique offering focused on emerging and frontier markets, and where artificial intelligence fits into his business.
2025-11-0442 minThe Emerging Markets Podcast by TellimerThe Investment Case for the MENA RegionDuncan Wales, Tellimer's CEO, and his capital markets expert guest, Majd Nuri Shafiq, assess the investment case for the Middle East. They discuss the growing role of local debt markets, the potential for regional stock markets, the rise of Sukuk issuance and Islamic finance, and how post-conflict reconstruction across Gaza, Syria, and Lebanon could spark a new wave of regional growth. The conversation also explores the intersection of geopolitics, innovation, and finance shaping the Middle East’s economic future.The Emerging Markets Podcast by Tellimer – Emerging Markets, Connected. Check out the full Tellimer offering here.The Emerging Markets Podcast dives into a...
2025-10-2949 minThe Emerging Markets Podcast by TellimerRethinking Emerging Markets: From Geopolitics to Multi-Asset StrategiesIn this episode, Nick Rohatyn – Founder & CEO of The Rohatyn Group – speaks with Duncan Wales, CEO of Tellimer, about the opportunities for EM in investment diversification. They unpack how shifting global politics and macro trends are pushing allocators beyond a U.S.-heavy stance, why EM now calls for a multi-asset approach to investing (spanning local and hard-currency debt, equities, and private markets), and how growing local participation and reconstruction cycles are reshaping risk, liquidity, and returns across EM.The Emerging Markets Podcast by Tellimer – Emerging Markets, Connected. 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 invest...
2025-10-2451 minThe Emerging Markets Podcast by TellimerUkraine at a Crossroads: Debt, Security and the Peace NegotiationsIn this episode, Duncan Wales – the CEO of Tellimer – speaks with Dennis Shen, Chair of the Macro Economic Council and Lead Global Economist of Scope Group, concerning the future of Ukraine. They unpack the state of Russia-Ukraine negotiations following the Alaska Summit, the significant role security guarantees must play in any just settlement, and the IMF financing of the nation as well as outlook for debt restructuring.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...
2025-08-2745 minThe Emerging Markets Podcast by TellimerGeopolitics and the Outlook for Emerging & Frontier Markets in 2025Duncan Wales, CEO of Tellimer, and Hasnain Malik, Head of Equity Strategy at Tellimer, unpack what’s really changed for emerging and frontier markets after a turbulent start to 2025.They explore where the best opportunities lie in large and small EM/FM markets, the fate of the low-cost manufacturing model amid trade tensions, the market impact of ongoing conflicts, and whether Big Tech’s dominance is finally fading.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 restructur...
2025-08-0838 minThe Emerging Markets Podcast by TellimerNavigating Emerging Market Debt: Trends, Risks & AlphaIn this episode, host Duncan Wales, Tellimer CEO, sits down with Alaa Bushehri, Head of Emerging Market Debt at BNP Paribas Asset Management. They unpack the recent resurgence in emerging markets, delve into the impact of U.S. treasury yields and trade policy, the rise of local currency debt, the opportunities in China, and explore how seasoned investment frameworks can deliver Alpha in volatile conditions.A must-listen for investors seeking clarity and strategy in today’s shifting EM landscape.The Emerging Markets Podcast by Tellimer – your single point of entry to emerging markets. Check out the full Tellimer offering here....
2025-08-0130 minThe Emerging Markets Podcast by TellimerDissecting 2025: EMD Stability in a Stormy YearManulife Investment Management Managing Director and Portfolio Manager, Elina Theodorakopoulou, joins Tellimer CEO, Duncan Wales, as they have an engaging conversation about the overall landscape of emerging markets debt (EMD).Despite the uncertainty and volatility, emerging markets resilience and performance have been astonishing, highlighting the depth and breadth of the asset class. As we embark into the second half of the year, they touch on the flows into the asset class, investors’ sentiment, new issuance euphoria - all under the importance of doing your homework.The Emerging Markets Podcast by Tellimer – your single point of entry to emerging markets. Check out the full Tellimer...
2025-07-0139 minThe Emerging Markets Podcast by TellimerAnalysing EM's Strongest Performing Currencies with David Willacy of Stone XJoin Tellimer CEO, Duncan Wales, and StoneX Head of Trading EMEA - Payments FX, David Willacy, as they discuss some of the best performing currencies across Emerging Markets and what it means for investors and businesses. 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...
2025-06-1139 minThe Emerging Markets Podcast by TellimerOn the Ground from the IMF Spring Meetings with Aegon's Alan Buss and Tellimer's Henry Burdon and Rizwan MahmoodJoin 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 shoul...
2025-04-2924 minThe Emerging Markets Podcast by TellimerZiemba Insights' Rachel Ziemba and Tellimer's Duncan Wales on "Ukraine, Russia, Trump & Tariffs"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...
2025-04-0149 minThe Emerging Markets Podcast by TellimerTellimer's Hasnan Malik and Cordoba Capital Markets' Harris Irfan: The Regulatory Changes in the Sukuk MarketHasnain Malik, Tellimer Head of Emerging Markets Equity Strategy, 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 speaker...
2025-03-1623 minThe Emerging Markets Podcast by TellimerEMQQ's Kevin Carter and Tellimer's Duncan Wales: "Share Indices and The Rise of a Digital India"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 speaker...
2025-03-0449 minThe Emerging Markets Podcast by TellimerThe Current State of AI in EMJustin 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 shoul...
2025-02-1922 minThe Emerging Markets Podcast by TellimerGeronimo Mansutti and Maria-Jose Alvarez explore the past economic divergence and potential future convergence of Costa Rica, Panama, and El SalvadorMaria-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 re...
2024-11-1526 minThe Emerging Markets Podcast by TellimerYvette Babb of William Blair and Rizwan Mahmood on sovereign restructurings in Zambia and GhanaRizwan 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 restruc...
2024-11-1331 minThe Emerging Markets Podcast by TellimerOverlooked emerging markets with Hasnain Malik of Tellimer and Steven Quattry of Morgan Stanley Investment ManagementHasnain 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 strategy 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 th...
2024-10-3027 min
The Top FloorHAVE VISION, CLARITY AND FOCUS | With Duncan Wales and Asari St. Hill | The Top FloorDuncan Wales, Tellimer.We discussed how his company provides comprehensive information on emerging markets, with the use of new technologies and key relationships. He recommends that business leaders remained focused on core things and not try to do too many things at once. He is usually up at 6am, starts with exercise and usually has a range of meetings to attend once at work.He admires 2 types of people - those who have achieved a milestone event (like winning a marathon) or successful over their lives. Some include Jasmin Paris who wo...
2024-10-2346 minThe Emerging Markets Podcast by TellimerLee Buchheit and Patrick Curran discuss value recovery mechanisms and recent developments in the sovereign debt restructuring landscapeJoin 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...
2024-09-0549 minThe Emerging Markets Podcast by TellimerLatAm offers opportunities for discerning investors, but you've got to be selective. With Patrick Campbell and Geronimo MansuttiLatAm 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.
C...
2024-08-2230 minThe Emerging Markets Podcast by TellimerThe future of information in EM: Duncan Wales in conversation with David Craig, former CEO of Refinitiv and Co-chair of TNFDIn 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 ful...
2024-07-1726 minThe Emerging Markets Podcast by TellimerWhat's going on with the (super?) Mexican peso? With Enrique Covarrubias of Actinver and Geronimo MansuttiEnrique 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 Economist 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 E...
2024-07-0127 minThe Emerging Markets Podcast by TellimerSouth Africa Post-Election Review with Dennis Shen and Thomas Gillet of Scope Ratings, with Patrick CurranFor 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 inc...
2024-05-3123 minThe Emerging Markets Podcast by TellimerHasnain Malik and Jitania Kandhari of Morgan Stanley Investment Management on a journey through the emerging market universeHasnain 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...
2024-05-2136 minThe Emerging Markets Podcast by TellimerEM debt performance and the impact of US rate repricing, global geopolitics and more with Rizwan Mahmood and Ella RyanRizwan 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 Podc...
2024-04-1807 minThe Emerging Markets Podcast by TellimerViews on emerging markets from the top | Duncan Wales with Nick Rohatyn, CEO of The Rohatyn GroupTellimer’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 emergi...
2024-04-0433 minThe Emerging Markets Podcast by TellimerHasnain Malik and Asha Mehta of Global Delta Capital on a whistle stop tour of the biggest investment debates in emerging marketsHasnain 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.
Th...
2024-03-1536 minThe Emerging Markets Podcast by TellimerOn the ground in Jordan: An oasis of calm in the Middle EastTellimer’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...
2024-03-1229 minThe Emerging Markets Podcast by TellimerFlash episode: Pakistan's election as it unfolds... with Rizwan Mahmood and Mustafa ParachaThis 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...
2024-02-0808 minThe Emerging Markets Podcast by TellimerChief Economist Stuart Culverhouse and Joe Delvaux, Senior PM at Amundi, on sovereign default cases in Zambia, Ghana and Sri LankaJoin 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...
2024-02-0645 minThe Emerging Markets Podcast by TellimerSovereign debt restructuring musings with Mitu Gulati and Mark Weidemaier of Clauses and Controversies, with Patrick CurranFor 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...
2024-01-2633 minThe Emerging Markets Podcast by TellimerHasnain Malik and Dominic Bokor-Ingram of Fiera Capital on misunderstood opportunity in emerging marketsFor 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...
2024-01-0824 minThe Emerging Markets Podcast by TellimerEmerging market debt outlook 2024 with Carlos de Sousa, EMD Strategist and PM at Vontobel AMFor 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...
2023-12-1538 minThe Emerging Markets Podcast by TellimerHasnain Malik and Charlie Robertson on the path to development in emerging marketsHasnain 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 an...
2023-12-1129 minThe Emerging Markets Podcast by TellimerThe EM energy transition with Enoda Founder Paul Domjan, hosted by Tellimer CEO Duncan WalesJoin 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.
T...
2023-11-2328 minThe Emerging Markets Podcast by TellimerKey takeaways from the IMF Annual Meetings in Marrakech with Rukayat Yusuf: A focus on Nigeria, Kenya, and GhanaJoin 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.
2023-10-2519 min
The Emerging Market Equities PodcastWe need to talk about the ex – is EM as an asset class ready to separate from China?In the latest episode of the Emerging Markets Equities podcast, Nick is joined by Hasnain Malik from Tellimer to evaluate emerging markets as an asset class. Discussing China and US relations, manufacturing diversification and the commodity cycle.
2023-10-0225 minThe Emerging Markets Podcast by TellimerOn the ground in Vietnam with Hasnain Malik: Investability and market performance, hosted by CEO Duncan WalesTellimer 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 b...
2023-09-2125 minThe Emerging Markets Podcast by TellimerYvette Babb of William Blair on valuations in Nigeria, Kenya, Ghana, and EgyptYvette 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 d...
2023-08-2527 minThe Emerging Markets Podcast by TellimerEM H2 credit outlook with Romain Bordenave at Edmond de Rothschild, with thoughts on Ecuador, Ghana, and NigeriaHost 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 p...
2023-08-0223 minThe Emerging Markets Podcast by TellimerThoughts on Egypt, China, and Taiwan with Vikram Aggarwal, plus highest conviction ideas across credit, rates, and FXVikram 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.
2023-06-1630 minThe Emerging Markets Podcast by TellimerGender equality in the creditworthiness of EM sovereign debt with Karim HenideKarim 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.
2023-05-1229 minThe Emerging Markets Podcast by TellimerInvestor sentiment at the IMF/WB Spring Meetings with Kevin Daly, Investment Director at Abrdn InvestmentsRizwan 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...
2023-04-2833 minThe Emerging Markets Podcast by TellimerGhana with Stuart CulverhouseStuart 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...
2023-03-1030 minThe Emerging Markets Podcast by TellimerMinisode: Will Pakistan default on its debt? With Tellimer CEO Duncan WalesIn 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 Li...
2023-02-1615 minThe Emerging Markets Podcast by TellimerIsrael, Egypt, India, and more with Hasnain MalikWelcome 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 i...
2023-02-1028 min
The Emerging Markets Podcast by TellimerEmerging/Frontier Markets Sovereign Credit Outlook 2023 with Patrick CurranWelcome 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 o...
2023-01-2719 min
Money and MeMoney and Me: Good news from the inverted yield curve?On June 13th interest rates flipped on U.S. Treasuries, with short-term bonds paying more than long-term bonds. What does history say about the unusual occurrence? Nirgunan Tiruchelvam, Head of Consumer Sector Equity Research, Tellimer makes the bullish case for commodities in conversation with Michelle Martin.See omnystudio.com/listener for privacy information.
2022-06-2009 min
The Reorient! PodcastEpisode 09/ Full Interview: Nirgunan Tiruchelvam on investing in the COVID eraNirgunan Tiruchelvam is an equities analyst with three decades of experience covering the Asian region. He currently works for Tellimer (formerly Exotix Partners), dividing his time between Dubai and Singapore. He has also worked for Standard Chartered, ABN Amro, and RBS. Nirgunan is a graduate of Oxford University, where he read Philosophy, Politics and Economics (PPE). He has written for the Financial Times and has appeared as a TV commentator on BBC, Channel News Asia, CNBC and Bloomberg. His views have been cited by the Wall Street Journal and Reuters. He is the author of Investing in the Covid E...
2021-06-1857 min
The Reorient! PodcastNirgunan Tiruchelvam: Investing in the COVID eraNirgunan Tiruchelvam is an equities analyst with three decades of experience covering the Asian region. He currently works for Tellimer (formerly Exotix Partners), dividing his time between Dubai and Singapore. He has also worked for Standard Chartered, ABN Amro, and RBS. Nirgunan is a graduate of Oxford University, where he read Philosophy, Politics and Economics (PPE). He has written for the Financial Times and has appeared as a TV commentator on BBC, Channel News Asia, CNBC and Bloomberg. His views have been cited by the Wall Street Journal and Reuters. He is the author of Investing in the Covid...
2021-06-0625 min
Namegivers: An Earthdawn Actual Play PodcastS2E4 - Tellimer's Spider RanchFe'ankrah makes the journey to train with a legendary master Spear Dancer named Tellimer, and finds he has an unconventional new profession.
The Namegivers podcast is a casual Actual Play podcast of an Earthdawn campaign. Learn more about Earthdawn at https://fasagames.com/earthdawn-whatis/
The cast in this episode includes:
Lindstadt, the Windling Nethermancer: Noah
Fe'Ankrah, a Troll Swordmaster of the Spear Dancing School: Kirsten
Navith, a Windling Beastmaster and "Party Planner" (Questor of Floranuus): Pam
Garreth, a Human Gauntlet: Erik
Game Master: Rob
Credits
Music
2020-12-0147 minNamegivers: An Earthdawn TTRPG Actual Play PodcastS2E4 - Tellimer's Spider RanchFe'ankrah makes the journey to train with a legendary master Spear Dancer named Tellimer, and finds he has an unconventional new profession.
The Namegivers podcast is a casual Actual Play podcast of an Earthdawn campaign. Learn more about Earthdawn at https://fasagames.com/earthdawn-whatis/
The cast in this episode includes:
Lindstadt, the Windling Nethermancer: Noah
Fe'Ankrah, a Troll Swordmaster of the Spear Dancing School: Kirsten
Navith, a Windling Beastmaster and "Party Planner" (Questor of Floranuus): Pam
Garreth, a Human Gauntlet: Erik
Game Master: Rob
Credits
Music
2020-12-0147 minNamegivers: An Earthdawn TTRPG Actual Play PodcastS2E3 - Master TellimerAfter licking their wounds from the encounter with a Wingflayer, Lindstadt and Fe'Ankrah begin to embark on new paths.
The Namegivers podcast is a casual Actual Play podcast of an Earthdawn campaign. Learn more about Earthdawn at https://fasagames.com/earthdawn-whatis/
The cast in this episode includes:
Lindstadt, the Windling Nethermancer: Noah
Fe'Ankrah, a Troll Swordmaster of the Spear Dancing School: Kirsten
Navith, a Windling Beastmaster and "Party Planner" (Questor of Floranuus): Pam
Garreth, a Human Gauntlet: Erik
Game Master: Rob
Credits
Music
Rise Up...
2020-11-2346 minNamegivers: An Earthdawn Actual Play PodcastS2E3 - Master TellimerAfter licking their wounds from the encounter with a Wingflayer, Lindstadt and Fe'Ankrah begin to embark on new paths.
The Namegivers podcast is a casual Actual Play podcast of an Earthdawn campaign. Learn more about Earthdawn at https://fasagames.com/earthdawn-whatis/
The cast in this episode includes:
Lindstadt, the Windling Nethermancer: Noah
Fe'Ankrah, a Troll Swordmaster of the Spear Dancing School: Kirsten
Navith, a Windling Beastmaster and "Party Planner" (Questor of Floranuus): Pam
Garreth, a Human Gauntlet: Erik
Game Master: Rob
Credits
Music
Rise Up...
2020-11-2346 min
Tech TalksIan Watt, Chief Product Officer at Tellimer, on how he incubated a new business within a legacy one.Ian Watt is the Chief Product Officer at Tellimer, a Fintech platform for emerging markets investment research, data, and news. today he's talking about his role in building a new business out of another organisation, and how he created a new culture as well as a new tech stack.
Also on the show, where is the worst city in the UK for internet outages? https://www.theguardian.com/technology/2020/aug/13/bristol-is-worst-uk-city-for-broadband-outages-with-169-hours-a-year
2020-08-1431 minTech TalksIan Watt, Chief Product Officer at Tellimer, on how he incubated a new business within a legacy one.Ian Watt is the Chief Product Officer at Tellimer, a Fintech platform for emerging markets investment research, data, and news. today he's talking about his role in building a new business out of another organisation, and how he created a new culture as well as a new tech stack.
Also on the show, where is the worst city in the UK for internet outages? https://www.theguardian.com/technology/2020/aug/13/bristol-is-worst-uk-city-for-broadband-outages-with-169-hours-a-year
2020-08-1431 min
BT Money HacksTread growing e-commerce investment trend in Asia with caution: Money Hacks Ep 52Money Hacks Ep 52: Tread growing e-commerce investment trend in Asia with caution 8:48 mins Synopsis: In this podcast series on alternate Mondays, The Business Times and The Straits Times break down actionable financial tips. This episode is aimed at how you can make money from Asian consumer growth. Here to explain that is our guest Nirgunan Tiruchelvam - the head of consumer sector equity research at Tellimer (formerly Exotix Capital). He has been an equity analyst covering Asian stocks since 2004. What kind of e-commerce trends should we study in Asia before i...
2019-08-1908 min
BT Money HacksMaking more money from Asian consumer growth: Money Hacks Ep 51Money Hacks Ep 51: Making more money from Asian consumer growth 10:56 mins Synopsis: In this podcast series on alternate Mondays, The Business Times and The Straits Times break down actionable financial tips. This episode is aimed at how you can make money from Asian consumer growth. Here to explain that is our guest Nirgunan Tiruchelvam - the head of consumer sector equity research at Tellimer (formerly Exotix Capital). He has been an equity analyst covering Asian stocks since 2004. As Asia is a massive region representing 60% of the world’s population, he...
2019-08-0510 min