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.