Eric Fine, Portfolio Manager and Head of Active Emerging Market Debt at VanEck, joins Tellimer CEO Duncan Wales to unpack how emerging markets have evolved from cyclical shock-takers to structural beneficiaries in a world where fiscal dominance is increasingly a developed-market issue. The conversation dives into the transformation of EM policy credibility, the rise of local-currency markets, and the shifting dynamics of reserve management driven by sanctions, gold accumulation, and the growing influence of CNY. They also explore the surge in EMFX, the balance between local and hard-currency debt, and where the most compelling opportunities — and risks — sit as investors prepare for another potential wave of EM inflows.

The Emerging Markets Podcast by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tellimer⁠ – Emerging Markets, Connected. 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.

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