All Episodes
The Emerging Markets Podcast by Tellimer — 57 episodes
Emerging Markets first-half review: Venezuela, Greenland, Iran, Ukraine, inflation, and the Outlook for H2 2026
Geopolitics, AI, and the End of Cheap Stability: A Strategy for Permanent Friction
Why Investors in Emerging Markets Remain Invested
Emerging Markets at an Inflection Point: AI, Energy Transition, and the Case for Active Investing
Rethinking Development Finance: Mobilising Private Capital for Emerging Markets
Political Risk Insurance as an Enabler of EM Investing
Tested by Fire, Emerging Markets Come of Age
Iran, Oil and the Global Economy: How This War Could Reshape Markets
Sovereign Credit Risk: The Challenges for Investors
Stablecoins, Sovereignty, and Settlement Speed: Why 2026 Could Be the Year of Adoption
From Tariffs to Tight Spreads: 2025 in Review for Emerging Markets
Emerging Markets equities unpacked: IPO booms, geopolitical risk, and frontier opportunities
From Crisis to Creditor: Fiscal Dominance and the New EM Debt Playbook
From Risk to Resilience: Sustainable Debt in Emerging Markets
The Investment Case for the MENA Region
Rethinking Emerging Markets: From Geopolitics to Multi-Asset Strategies
Ukraine at a Crossroads: Debt, Security and the Peace Negotiations
Geopolitics and the Outlook for Emerging & Frontier Markets in 2025
Navigating Emerging Market Debt: Trends, Risks & Alpha
Dissecting 2025: EMD Stability in a Stormy Year
Analysing EM's Strongest Performing Currencies with David Willacy of Stone X
On the Ground from the IMF Spring Meetings with Aegon's Alan Buss and Tellimer's Henry Burdon and Rizwan Mahmood
Ziemba Insights' Rachel Ziemba and Tellimer's Duncan Wales on "Ukraine, Russia, Trump & Tariffs"
Tellimer's Hasnan Malik and Cordoba Capital Markets' Harris Irfan: The Regulatory Changes in the Sukuk Market
EMQQ's Kevin Carter and Tellimer's Duncan Wales: "Share Indices and The Rise of a Digital India"
The Current State of AI in EM
Geronimo Mansutti and Maria-Jose Alvarez explore the past economic divergence and potential future convergence of Costa Rica, Panama, and El Salvador
Yvette Babb of William Blair and Rizwan Mahmood on sovereign restructurings in Zambia and Ghana
Overlooked emerging markets with Hasnain Malik of Tellimer and Steven Quattry of Morgan Stanley Investment Management
Lee Buchheit and Patrick Curran discuss value recovery mechanisms and recent developments in the sovereign debt restructuring landscape
LatAm offers opportunities for discerning investors, but you've got to be selective. With Patrick Campbell and Geronimo Mansutti
The future of information in EM: Duncan Wales in conversation with David Craig, former CEO of Refinitiv and Co-chair of TNFD
What's going on with the (super?) Mexican peso? With Enrique Covarrubias of Actinver and Geronimo Mansutti
South Africa Post-Election Review with Dennis Shen and Thomas Gillet of Scope Ratings, with Patrick Curran
Hasnain Malik and Jitania Kandhari of Morgan Stanley Investment Management on a journey through the emerging market universe
EM debt performance and the impact of US rate repricing, global geopolitics and more with Rizwan Mahmood and Ella Ryan
Views on emerging markets from the top | Duncan Wales with Nick Rohatyn, CEO of The Rohatyn Group
Hasnain Malik and Asha Mehta of Global Delta Capital on a whistle stop tour of the biggest investment debates in emerging markets
On the ground in Jordan: An oasis of calm in the Middle East
Flash episode: Pakistan's election as it unfolds... with Rizwan Mahmood and Mustafa Paracha
Chief Economist Stuart Culverhouse and Joe Delvaux, Senior PM at Amundi, on sovereign default cases in Zambia, Ghana and Sri Lanka
Sovereign debt restructuring musings with Mitu Gulati and Mark Weidemaier of Clauses and Controversies, with Patrick Curran
Hasnain Malik and Dominic Bokor-Ingram of Fiera Capital on misunderstood opportunity in emerging markets
Emerging market debt outlook 2024 with Carlos de Sousa, EMD Strategist and PM at Vontobel AM
Hasnain Malik and Charlie Robertson on the path to development in emerging markets
The EM energy transition with Enoda Founder Paul Domjan, hosted by Tellimer CEO Duncan Wales
Key takeaways from the IMF Annual Meetings in Marrakech with Rukayat Yusuf: A focus on Nigeria, Kenya, and Ghana
On the ground in Vietnam with Hasnain Malik: Investability and market performance, hosted by CEO Duncan Wales
Yvette Babb of William Blair on valuations in Nigeria, Kenya, Ghana, and Egypt
EM H2 credit outlook with Romain Bordenave at Edmond de Rothschild, with thoughts on Ecuador, Ghana, and Nigeria
Thoughts on Egypt, China, and Taiwan with Vikram Aggarwal, plus highest conviction ideas across credit, rates, and FX
Gender equality in the creditworthiness of EM sovereign debt with Karim Henide
Investor sentiment at the IMF/WB Spring Meetings with Kevin Daly, Investment Director at Abrdn Investments
Ghana with Stuart Culverhouse
Minisode: Will Pakistan default on its debt? With Tellimer CEO Duncan Wales
Israel, Egypt, India, and more with Hasnain Malik
Emerging/Frontier Markets Sovereign Credit Outlook 2023 with Patrick Curran