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The Emerging Markets Podcast by TellimerAuthor: Tellimer
Tellimer operates an AI-powered platform providing unique data and analysis on more than 170 Emerging and Frontier economies. Listen to leading global experts' perspectives on a variety of issues in emerging markets. For more information on Tellimer's services, see tellimer.com Host: Duncan Wales Artwork: Kristian Klamar Editor: Fabian Hodge Language: en Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Tested by Fire, Emerging Markets Come of Age
Episode 51
Tuesday, 17 March, 2026
Phoenix Kalen, Global Head of Emerging Markets Research at Societe Generale Corporate and Investment Banking, joins Tellimer Founder & CEO, Duncan Wales, to discuss the investment implications of the US and Israeli attacks on Iran and what the conflict means for emerging markets across the short and long term. Drawing on Phoenix's deep expertise in sovereign debt, credit, and EM strategy built across institutions including RBS and JP Morgan, the conversation examines which economies stand to win and lose from elevated oil prices and supply disruption, why the market reaction has been notably more contained than the Russia-Ukraine shock of 2022, and what that tells us about the structural maturation of emerging markets as an asset class. They also explore the ongoing shift away from dollar-denominated assets, whether EM carry trades can recover, the growing case for local currency bond markets on their own merits, and why the old framework of treating emerging markets purely as a spread product over US Treasuries is increasingly difficult to defend.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.DISCLAIMERThis 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.
