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.
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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.
