Strategy Note /
Global

Emerging markets fintech: 2021's best (and worst) markets, verticals and stocks

  • The listed EM fintech sector has been flat this year but with wide performance dispersion; stock-picking has been key

  • Indonesia has been the best market, Brazil the worst. Digital banking was the best vertical, insurtech the worst

  • We highlight 5 shares that have delivered 115% median return, plus 5 high-profile firms that lost 60%

Emerging markets fintech: 2021's best (and worst) markets, verticals and stocks
Rahul Shah
Rahul Shah

Head of Financials Equity Research

Rohit Kumar
Rohit Kumar

Global Financials/Thematics

Tellimer Research
30 December 2021
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