The Emerging Markets Podcast by Tellimer

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 in any securities, nor should it be regarded as investment advice.  Tellimer Technologies Limited does not offer or provide 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.For more information, please visit Tellimer.com. 

Hasnain 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 not an offer or solicitation for investment in any securities, nor should it be regarded as investment advice.  Tellimer Technologies Limited does not offer or provide 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.For more information, please visit Tellimer.com. 

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 speakers. It is not an offer or solicitation for investment in any securities, nor should it be regarded as investment advice.  Tellimer Technologies Limited does not offer or provide 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.For more information, please visit Tellimer.com. 

Justin 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 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.

Maria-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 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.

Rizwan 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 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.

Hasnain 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 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.

Join Lee Buchheit, a leading expert in sovereign debt restructuring, and Patrick Curran, Senior Economist at Tellimer, as they delve into innovative recovery mechanisms for sovereign debt. They discuss the implications of linking payments to economic performance amidst case studies from Zambia and Suriname. The duo highlights the ongoing challenges faced by countries like Venezuela and Lebanon due to political barriers to restructuring, while also critiquing existing frameworks for creditor comparability. A must-listen for insights into modern debt negotiations!

LatAm 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. 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.

In 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 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.