Duncan Wales, CEO of Tellimer, and Hasnain Malik, Head of Equity Strategy at Tellimer, unpack what’s really changed for emerging and frontier markets after a turbulent start to 2025.
They explore where the best opportunities lie in large and small EM/FM markets, the fate of the low-cost manufacturing model amid trade tensions, the market impact of ongoing conflicts, and whether Big Tech’s dominance is finally fading.
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.
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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.
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