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.