Strategy Note /
Global

Tellimer EM Fintech 50: Our performance matrices highlight key sector hotspots

  • Our product-geography matrices allow us to pinpoint pockets of outperformance and assess underlying fundamental drivers

  • Asian fintechs (ex-China) are outperforming: they are faster-growing and more profitable but with comparable valuations

  • LatAm fintechs have recently experienced China contagion. Valuations are challenging but growth prospects remain strong

Tellimer EM Fintech 50: Our performance matrices highlight key sector hotspots
Rahul Shah
Rahul Shah

Head of Financials Equity Research

Contributors
Rohit Kumar
Rabail Adwani
Tellimer Research
25 August 2021
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