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Artwork for The Emerging Markets Podcast by Tellimer

The Emerging Markets Podcast by Tellimer

Tellimer
Emerging Markets
Ukraine
United States
Russia
Sukuk
U.S. Dollar
Emerging Market Debt
Local Currency Bonds
U.s.-China Relations
Geopolitical Risk
Debt Sustainability
Peace Negotiations
European Union
IMF
Dollar
Islamic Finance
Investment Opportunities
US Treasury Yields
Central Bank Independence
Geopolitical Landscape

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.com Host: Duncan Wales Artwork: Kristian Klamar Editor: Fabian Hodge

PublishesTwice monthlyEpisodes46Founded3 years ago
Number of ListenersCategories
BusinessInvesting

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Artwork for The Emerging Markets Podcast by Tellimer

Latest Episodes

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 pow... more

Eric Fine, Portfolio Manager and Head of Active Emerging Market Debt at VanEck, joins Tellimer CEO Duncan Wales to unpack how emerging markets have evolved from cyclical shock-takers to structural beneficiaries in a world where fiscal dominance is in... more

Esther Law, Senior Portfolio Manager and Emerging Markets Sovereign Lead at Amundi, sits down with Tellimer CEO Duncan Wales to examine how emerging markets are building resilience through sustainable debt. Their discussion covers the evolving role o... more

Duncan Wales⁠, ⁠Tellimer⁠'s CEO, and his capital markets expert guest, ⁠Majd Nuri Shafiq,⁠ assess the investment case for the Middle East. They discuss the growing role of local debt markets, the potential for regional stock markets, the rise of Suku... more

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Recent Guests

Dominic Boker-Ingram
Senior Portfolio Manager at Fiera Capital with over 30 years of experience in financial services, focusing on emerging and frontier markets.
Fiera Capital
Episode: Emerging Markets equities unpacked: IPO booms, geopolitical risk, and frontier opportunities
Eric Fine
Portfolio manager and head of active emerging market debt at VanEck
VanEck
Episode: From Crisis to Creditor: Fiscal Dominance and the New EM Debt Playbook
Esther Law
Senior Portfolio Manager and Emerging Markets Sovereign Lead at Amundi Investment Solutions
Amundi Investment Solutions
Episode: From Risk to Resilience: Sustainable Debt in Emerging Markets
Majd Nuri Shafiq
Capital markets leader and expert, with extensive experience in advisory and investment sectors
Al Mawred Investment Bank
Episode: The Investment Case for the MENA Region
Nick Rohatyn
Founder and CEO of the Rohatyn Group, with extensive experience in emerging markets investing, and a long-standing advocate for market standards.
The Rohatyn Group
Episode: Rethinking Emerging Markets: From Geopolitics to Multi-Asset Strategies
Hasnain Malik
Leading emerging and frontier markets investment strategist with nearly 30 years of experience
Tellimer
Episode: Geopolitics and the Outlook for Emerging & Frontier Markets in 2025
Alaa Bushehri
Head of Emerging Market Debt at BNP Paribas Asset Management
BNP Paribas Asset Management
Episode: Navigating Emerging Market Debt: Trends, Risks & Alpha
Elina Theodorakopoulou
Managing Director and Portfolio Manager in Global Fixed Income at Manulife Investment Management
Manulife Investment Management
Episode: Dissecting 2025: EMD Stability in a Stormy Year
David Willacy
Head of EMEA trading at StoneX Payments
StoneX
Episode: Analysing EM's Strongest Performing Currencies with David Willacy of Stone X

Hosts

Duncan Wales
Founder and CEO of Tellimer. He engages with experts to explore various economic and investment topics concerning emerging markets.
Rizwan Mahmood
Co-host of discussions that delve into emerging markets and investment strategies, drawing insights from experts in the field.

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Talking Points

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The Investment Case for the MENA Region
Q: What's your take on what will happen to those geopolitical factors and what it gives in terms of potential upsides for investors?
The geopolitical factors could potentially stabilize with the U.S. support behind peace deals, leading to increased economic opportunities as nations seek to foster peace rather than conflict.
Tellimer's Hasnan Malik and Cordoba Capital Markets' Harris Irfan: The Regulatory Changes in the Sukuk Market
Q: Is there a risk that, should this new standard be implemented, the costs of issuing and investing in Sukuks may increase as a result?
Harris suggests that while costs may initially rise due to increased complexity and structuring needs, a long-term mindset shift within the industry could lead to efficiencies and reduced costs.
Tellimer's Hasnan Malik and Cordoba Capital Markets' Harris Irfan: The Regulatory Changes in the Sukuk Market
Q: Who in the world sets the standard for what qualifies as a Sukuk or an Islamic bond?
Harris states that theologians, who are experts in Islamic law and finance, set the standards and can issue fatwas to declare financial products compliant.
Tellimer's Hasnan Malik and Cordoba Capital Markets' Harris Irfan: The Regulatory Changes in the Sukuk Market
Q: Can you give us a summary of how you understand what a Sharia-compliant bond or Sukuk is, and how it differs from a conventional bond?
Harris explains that, unlike conventional bonds, Sukuk are not loans with interest but are meant to be based on real trade activities and require risk-sharing.
EMQQ's Kevin Carter and Tellimer's Duncan Wales: "Share Indices and The Rise of a Digital India"
Q: What's your big sense of the next decade in EM and everybody's ability to participate?
Carter expresses optimism about India's rise but skepticism about the MSCI emerging markets index, emphasizing the disconnect between the index holdings and the emerging market consumer growth.

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Frequently Asked Questions About The Emerging Markets Podcast by Tellimer

What is The Emerging Markets Podcast by Tellimer about and what kind of topics does it cover?

Focused on emerging markets, this podcast features discussions that examine the economic landscape, investment strategies, sustainability, and geopolitical influences affecting developing economies. With insights from industry experts, episodes address a range of topics from debt recovery, tariff impacts, sustainable investing, and resilience in emerging economies, particularly in the face of geopolitical tensions and market challenges. Unique in its approach, the program blends thought leadership in finance with an emphasis on the practical implications of economic policies and global market trends.

Listeners can expect dialogue around the evolving investment climate, including local currency bonds like Sukuk, the dynamics of emerging mar... more

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2. Global Data Pod
3. The Markets
4. Making Sense
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The Emerging Markets Podcast by Tellimer launched 3 years ago and published 46 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The Emerging Markets Podcast by Tellimer?

Recent guests on The Emerging Markets Podcast by Tellimer include:

1. Dominic Boker-Ingram
2. Eric Fine
3. Esther Law
4. Majd Nuri Shafiq
5. Nick Rohatyn
6. Hasnain Malik
7. Alaa Bushehri
8. Elina Theodorakopoulou

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