The Emerging Markets Podcast by Tellimer

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Lee Buchheit and Patrick Curran discuss value recovery mechanisms and recent developments in the sovereign debt restructuring landscape

Épisode 28

jeudi 5 septembre 2024 • Durée 49:01

Join Tellimer’s Senior Economist Patrick Curran as he sits down with Lee Buchheit to discuss Lee's recent paper with Gregory Makoff entitled “A Better Value Recovery Mechanism for Sovereign Debt Restructurings.” Patrick also picks Lee’s brain about a range of developments across the sovereign debt restructuring landscape, including the debate on comparability of treatment and recent and ongoing restructurings in Zambia, Sri Lanka, Suriname, Ethiopia, Venezuela and Lebanon.

The link to Lee's paper: https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4926056

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.

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LatAm offers opportunities for discerning investors, but you've got to be selective. With Patrick Campbell and Geronimo Mansutti

Épisode 27

jeudi 22 août 2024 • Durée 30:29

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.

Flash episode: Pakistan's election as it unfolds... with Rizwan Mahmood and Mustafa Paracha

Épisode 18

jeudi 8 février 2024 • Durée 08:55

This podcast was recorded on the 8 Feburary 2024, at 15:00 UK before any official results had been announced.

*CORRECTION: Pakistan 31s trade at 68 cash px, not 61, as Riz incorrectly referenced in the podcast.

For this special flash podcast, Riz (Head of Sales) and Musti (Team Lead - Institutional Sales), sit down for an off the cuff conversation amid the ongoing elections in Pakistan. They provide on the ground insights from family and friends in Pakistan; Musti sheds light on the ballot casting process, the likely composition of the next administration, the influence of the army over politics, and economics. Rizwan delves into Pakistan’s hard currency bonds, discussing historical performance and providing his views on how they will trade in the coming days as the political parties seek to form a new government.

This episode is an informal, anecdotal conversation and the speakers are not regulated investment advisors, and they reference a published report on Tellimer by Patrick Curran.

For more emerging and frontier market content, make sure to follow The Emerging Markets Podcast by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tellimer⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ – the single point of entry to EM research and data. Edited and produced by ⁠⁠⁠⁠⁠⁠⁠⁠⁠Ella Ryan⁠⁠.⁠⁠⁠⁠⁠⁠⁠ Artwork by Kristian Klamar.

To receive the Tellimer Today daily newsletter and access one free article a month for just 50$ a month, sign up ⁠⁠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.

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.

Chief Economist Stuart Culverhouse and Joe Delvaux, Senior PM at Amundi, on sovereign default cases in Zambia, Ghana and Sri Lanka

Épisode 17

mardi 6 février 2024 • Durée 45:15

Join Tellimer’s Chief Economist Stuart Culverhouse as he sits down with Joe Delvaux, Senior Portfolio Manager of Amundi, who has a focus on distressed and special situations. Together, they explore the ongoing cases in Zambia, Ghana and Sri Lanka, looking particularly at paths to sustainable debt, China’s role in restructuring, lessons from the Common Framework, ongoing bondholder negotiations, and much more.

For more emerging and frontier market content, make sure to follow The Emerging Markets Podcast by ⁠⁠⁠⁠⁠⁠⁠⁠⁠Tellimer⁠⁠⁠⁠⁠⁠⁠⁠⁠ – the single point of entry to EM research and data. Edited and produced by ⁠⁠⁠⁠⁠⁠⁠⁠Ella Ryan⁠⁠.⁠⁠⁠⁠⁠⁠ Artwork by Kristian Klamar.

To receive the Tellimer Today daily newsletter and access one free article a month for just 50$ a month, sign up ⁠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.

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.

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Sovereign debt restructuring musings with Mitu Gulati and Mark Weidemaier of Clauses and Controversies, with Patrick Curran

Épisode 16

vendredi 26 janvier 2024 • Durée 33:32

For this episode, Tellimer's Senior Economist Patrick Curran sits down with Mitu and Mark – professors of law at the University of Virginia and University of North Carolina and hosts of the Clauses and Controversies podcast – to discuss recent developments in the sovereign debt restructuring landscape. Mitu and Mark share their insights on Zambia's comparability of treatment fiasco, ongoing suits in Sri Lanka and Venezuela, and a potentially dodgy aspect of the Tierra Del Fuego exchange offer.

For more emerging and frontier market content, make sure to follow The Emerging Markets Podcast by ⁠⁠⁠⁠⁠⁠⁠⁠Tellimer⁠⁠⁠⁠⁠⁠⁠⁠ – the single point of entry to EM research and data. Edited and produced by ⁠⁠⁠⁠⁠⁠⁠Ella Ryan⁠⁠.⁠⁠⁠⁠⁠ Artwork by Kristian Klamar.

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.

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.

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Hasnain Malik and Dominic Bokor-Ingram of Fiera Capital on misunderstood opportunity in emerging markets

Épisode 15

lundi 8 janvier 2024 • Durée 24:06

For our first episode of 2024, Hasnain Malik, Strategy & Head of Equity Research at Tellimer, is joined by Dominic Bokor-Ingram from Fiera Capital. Together they discuss the often-misunderstood opportunity in emerging markets. They delve into how the asset class has evolved, FX risks, countries to avoid, touch on markets such as Malaysia, Mexico, India, South Africa, and much more.

For more emerging and frontier market content, make sure to follow The Emerging Markets Podcast by ⁠⁠⁠⁠⁠⁠⁠Tellimer⁠⁠⁠⁠⁠⁠⁠ - the single point of entry to EM research and data. Edited and produced by ⁠⁠⁠⁠⁠⁠Ella Ryan⁠⁠.⁠⁠⁠⁠ Artwork by Kristian Klamar.

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.

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.

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Emerging market debt outlook 2024 with Carlos de Sousa, EMD Strategist and PM at Vontobel AM

Saison 1 · Épisode 14

vendredi 15 décembre 2023 • Durée 38:18

For the final episode of The Emerging Markets Podcast for 2023, host Rizwan Mahmood and Carlos de Sousa of Vontobel Asset Management recap on the year for emerging market debt, and discuss their outlook for 2024. Together, they delve into markets on the minds of investors, including Argentina, Pakistan and Egypt. Also, they discuss the potential implications of upcoming elections, risks ahead, IMF programmes, and more.

A huge thank you to all the guests who sat down to talk with us this year, and to all our listeners for joining! Stay tuned for more episodes in 2024.

For more emerging and frontier market content, make sure to follow The Emerging Markets Podcast by ⁠⁠⁠⁠⁠⁠Tellimer⁠⁠⁠⁠⁠⁠ - the single point of entry to EM research and data. Edited and produced by ⁠⁠⁠⁠⁠Ella Ryan⁠⁠.⁠⁠⁠ Artwork by Kristian Klamar.

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.

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.

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Hasnain Malik and Charlie Robertson on the path to development in emerging markets

Saison 1 · Épisode 13

lundi 11 décembre 2023 • Durée 29:01

Hasnain Malik, Emerging and Frontier Markets Strategy at Tellimer, hosts this episode and sits down with Charlie Robertson, Head of Macro and Strategy at FIM Partners. Together, they discuss Charlie's book, The Time Travelling Economist (2022), which explores the key issues that countries in Africa and South Asia need to address in order to escape poverty. They take a look at how fertility, electricity, textiles, and more, impact development in any underdeveloped emerging or frontier market.

For more emerging and frontier market content, make sure to follow The Emerging Markets Podcast by ⁠⁠⁠⁠⁠Tellimer⁠⁠⁠⁠⁠, the single point of entry to EM/FM research and data. Edited and produced by ⁠⁠⁠⁠Ella Ryan⁠⁠.⁠⁠ Artwork by Kristian Klamar.

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.

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.

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The EM energy transition with Enoda Founder Paul Domjan, hosted by Tellimer CEO Duncan Wales

Épisode 12

jeudi 23 novembre 2023 • Durée 28:49

Join us for a special episode with Paul Domjan, Enoda Founder and Chief Policy and Global Affairs Officer, hosted by Tellimer CEO and co-founder Duncan Wales.

Together, they discuss the lessons that emerging market energy transition has for the developed markets, the technical and policy challenges for emerging markets, and a look forward to the COP28 climate conference in Dubai.

For more emerging and frontier market content, make sure to follow The Emerging Markets Podcast by ⁠⁠⁠⁠Tellimer⁠⁠⁠⁠, the single point of entry to EM/FM research and data. Edited and produced by ⁠⁠⁠Ella Ryan⁠⁠.⁠ Artwork by Kristian Klamar.

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.

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.

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Key takeaways from the IMF Annual Meetings in Marrakech with Rukayat Yusuf: A focus on Nigeria, Kenya, and Ghana

Épisode 11

mercredi 25 octobre 2023 • Durée 19:07

Join host ⁠Rizwan Mahmood⁠ as he sits down with ⁠Rukayat Yusuf⁠ of Pharo Management to discuss the key takeaways from the IMF and World Bank Annual Meetings in Marrakech. With a particular focus on Nigeria, Kenya, and Ghana, Rukayat presents some initial thoughts on the restructuring terms presented to bondholders.

For more emerging and frontier market content, make sure to follow The Emerging Markets Podcast by ⁠⁠⁠⁠Tellimer⁠⁠⁠⁠, the single point of entry to EM/FM research and data. Edited and produced by ⁠⁠Ella Ryan⁠⁠. Artwork by Kristian Klamar.

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