In 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 catalysts for greater stability and market depth. From privatisation hurdles to Vietnam’s reform trajectory, Dominic explains why leadership and institutional modernisation not political labels, are the ultimate drivers of equity market success.
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 investment themes, debt restructuring, elections, and geopolitical tensions.
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