Shows
The 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 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...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
Your Money with Michelle MartinMoney 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 minMoney 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
Your Money with Michelle MartinInfluence: Should you buy GRAB and hold SEA?In light of the tech collapse, where are SEA emerging market tech names SEA and GRAB going? Are the companies in terminal decline or will they stabilize? Michelle Martin finds out with Nirgunan Tiruchelvam, Head of Consumer Sector Equity Research, Tellimer.See omnystudio.com/listener for privacy information.2022-05-2407 min
Your Money with Michelle MartinInfluence: Is GoTo’s IPO overvalued amid a plateauing tech landscape?GoTo has announced plans for a US$1.26bn IPO on the Indonesia Stock Exchange, valuing the company at US$26-29bn, but Nirgunan Tiruchelvam, Head of Consumer Sector Equity Research at Tellimer says it could be overvalued given the tepid tech landscape for 2022. Find out why with Michelle Martin. See omnystudio.com/listener for privacy information.2022-04-1206 min
Your Money with Michelle MartinInfluence: Which stocks could surge?Nirgunan Tiruchelvam, Head of Consumer Equity Research, Tellimer Research shares with Michelle Martin his takes on winners in the commodities market, and who stands to gain from rising prices amid the Ukraine conflict. See omnystudio.com/listener for privacy information.2022-03-0406 min
Your Money with Michelle MartinInfluence: The Nasdaq just had its worst week since 2020. What’s next?On Friday, the Nasdaq Composite index declined 2.7%, sending tech stocks into correction territory and seeing their worst week since 2020. Where can the Nasdaq go after this? Michelle Martin gets some answers from Nirgunan Tiruchelvam, Head of Consumer Sector Equity Research, Tellimer.See omnystudio.com/listener for privacy information.2022-01-2408 min
Your Money with Michelle MartinGrab’s $40b dollar Thursday listing on Nasdaq — “Selloff in market is not indicative of the prospects for Grab”What will Grab have to deliver after its makes its debut on Nasdaq this Thursday? Michelle Martin puts the question to Nirgunan Tiruchelvam, Head of Consumer Sector Equity Research, Tellimer.See omnystudio.com/listener for privacy information.2021-12-0104 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
Your Money with Michelle MartinShould we be looking away from disruptive stocks towards a reflationary trade?Michelle Martin and Nirgunan Tiruchelvam, Head of Consumer Sector Equity Research at Tellimer and author of the book, Investing in the COVID era discuss the outlook on Zoom, Uber as a disruptive stock, Beyond Meat's valuation, Comfort Delgro, Singapore Airlines' outlook and restaurant stocks. See omnystudio.com/listener for privacy information.2021-05-1217 min
Namegivers: An Earthdawn Actual Play PodcastTellimer'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
Rise Up, Stand...2020-12-0147 minNamegivers: An Earthdawn Actual Play PodcastMaster 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, Stand Up by Alexander...2020-11-2346 min
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