Strategy Note /
Global

5 Emerging Markets tech winners for 2022

  • EM e-commerce tech disruptors or 'Baby Amazons' underperformed in 2021

  • The Chinese tech crackdown in particular weighed heavily on the sector after the pandemic-powered bonanza of 2020

  • However, we expect a strong rally in 2022 and have identified 5 potential EM tech winners

5 Emerging Markets tech winners for 2022
Nirgunan Tiruchelvam
Nirgunan Tiruchelvam

Head of Consumers Equity Research

Tellimer Research
7 January 2022
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