Tellimer

The Emerging Markets Podcast by Tellimer

Business EN ↓ 57 episodes

Tellimer operates an AI-powered platform providing unique data and analysis on more than 170 Emerging and Frontier economies. Listen to leading global experts' perspectives on a variety of issues in emerging markets. For more information on Tellimer's services, see tellimer.comHost: Duncan WalesArtwork: Kristian KlamarEditor: Fabian Hodge

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Tellimer

Episodes

Thoughts on Egypt, China, and Taiwan with Vikram Aggarwal, plus highest conviction ideas across credit, rates, and FX 16.06.2023 30:58

Vikram 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 inve...

Gender equality in the creditworthiness of EM sovereign debt with Karim Henide 12.05.2023 29:37

Karim 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, soc...

Investor sentiment at the IMF/WB Spring Meetings with Kevin Daly, Investment Director at Abrdn Investments 28.04.2023 33:42

Rizwan 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. Fi...

Ghana with Stuart Culverhouse 10.03.2023 30:30

Stuart 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 succes...

Minisode: Will Pakistan default on its debt? With Tellimer CEO Duncan Wales 16.02.2023 15:38

In 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 fo...

Israel, Egypt, India, and more with Hasnain Malik 10.02.2023 28:49

Welcome 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 th...

Emerging/Frontier Markets Sovereign Credit Outlook 2023 with Patrick Curran 27.01.2023 19:25

Welcome 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 purpo...