The Emerging Markets Podcast by Tellimer

Navigating Emerging Market Debt: Trends, Risks & Alpha


Listen Later

In this episode, host Duncan Wales, Tellimer⁠ CEO, sits down with Alaa Bushehri, Head of Emerging Market Debt at BNP Paribas Asset Management. They unpack the recent resurgence in emerging markets, delve into the impact of U.S. treasury yields and trade policy, the rise of local currency debt, the opportunities in China, and explore how seasoned investment frameworks can deliver Alpha in volatile conditions.

A must-listen for investors seeking clarity and strategy in today’s shifting EM landscape.


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.


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 Technologies Limited does not offer or provide 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.

For more information, please visit ⁠Tellimer.com⁠

...more
View all episodesView all episodes
Download on the App Store

The Emerging Markets Podcast by TellimerBy Tellimer

  • 5
  • 5
  • 5
  • 5
  • 5

5

2 ratings


More shows like The Emerging Markets Podcast by Tellimer

View all
Exchanges by Goldman Sachs

Exchanges

970 Listeners

Trumponomics by Bloomberg

Trumponomics

351 Listeners

Odd Lots by Bloomberg

Odd Lots

1,861 Listeners

Macro Musings with David Beckworth by Mercatus Center at George Mason University

Macro Musings with David Beckworth

379 Listeners

Making Sense by J.P. Morgan

Making Sense

60 Listeners

Thoughts on the Market by Morgan Stanley

Thoughts on the Market

1,282 Listeners

At Any Rate by J.P. Morgan Global Research

At Any Rate

76 Listeners

Macro Hive Conversations With Bilal Hafeez by Bilal Hafeez

Macro Hive Conversations With Bilal Hafeez

98 Listeners

Global Data Pod by J.P. Morgan Global Research

Global Data Pod

26 Listeners

FICC Focus by Bloomberg Intelligence

FICC Focus

30 Listeners

Forward Guidance by Blockworks

Forward Guidance

272 Listeners

The Emerging Market Equities Podcast by Aberdeen

The Emerging Market Equities Podcast

0 Listeners

The Macro Trading Floor by Alfonso Peccatiello & Brent Donnelly

The Macro Trading Floor

216 Listeners

The Markets by Goldman Sachs

The Markets

74 Listeners

Unhedged by Financial Times & Pushkin Industries

Unhedged

160 Listeners