Tellimer’s emerging markets fintech library – the holiday edition

Ahead of the holiday season, we have restocked our fintech library with 83 publications, bringing the total to 150. Tellimer clients are welcome to browse our shelves at their leisure. We present the full list of new arrivals at the end of this report.

The five topics generating the most reader interest

The latest additions to our fintech library’s shelves cover a broad range of emerging market fintech issues. The topics generating the most reader interest include our ultimate guides, listed fintech firms, financial inclusion, and cryptocurrency.

Our ten best-read fintech reports

Looking at individual reports, we highlight our ten best-read reports over the past nine months below. By geography, Pakistan, Nigeria, Egypt and Africa feature heavily, with payments, crypto, fund-raising and financial inclusion being key themes of interest.

1. The ultimate guide to Pakistan fintech

2. Why Nigeria is the favourite market in Africa for fintech investors

3. The ultimate guide to Egypt fintech

4. Digital payments infrastructure: 10 listed EM companies to watch

5. How technology can boost financial inclusion and which markets will benefit

6. Cryptocurrency moves further mainstream; emerging markets could benefit most

7. Africa digital payments: telco spin-offs to forge more listed investment options

8. Africa fintech: Start-up funding trends - Nigeria tops the list

9. The best-funded African fintech start-ups of 2020

10. 10 best Emerging Market tech stocks in 2021 so far 

Snapshots of our fintech work over the past nine months

By geography, our reports have focused on global topics, with also a strong weight in Asia (notably China, India, and Pakistan) and Africa (particularly Egypt and Nigeria). Readership has been more heavily skewed towards our African product, with funding being a key area of interest.

By fintech sector, around half of our output has been prepared at the overall industry level. The individual sector we have most actively covered is payments. Readers have tended to favour our industry-wide studies.

Slicing our output in a third way, we have covered a wide range of topics in the nine months since our last library update. Our ultimate guides (covering particular markets or sectors in-depth) continue to be popular with our readers. Other sought-after topics include listed fintechs and fund-raising.

Bibliography

We list below the 83 additions to our library, with hyperlinks. As always, we welcome your feedback. Thanks for your support over the past year and best wishes for 2022. Happy reading!

Africa

• Africa fintech: Start-up funding trends - Nigeria tops the list

• The best-funded African fintech start-ups of 2020

• Mobile money in Africa: Deep value beyond Safaricom/M-Pesa

• Chipper Cash's success highlights the global fintech opportunity in remittances

• Africa digital payments: telco spin-offs to forge more listed investment options

• Network International Holdings PLC: Strong growth opportunities but management must deliver soon

Egypt

• The ultimate guide to Egypt fintech

• Five reasons why Egypt offers a huge opportunity for fintechs

• Top success factors for Egypt fintechs and the challenges ahead

• Five Egyptian fintechs to watch

• e-finance: A key enabler of Egypt's digital payments revolution

• Spectacular start to Egypt's privatisation programme; where next for e-finance?

• Egypt fintechs can boost financial inclusion, helped by favourable regulation

Ghana 

• Ghana: Making strides towards a cash-lite economy as mobile money usage soars

Kenya

• Airtel Africa digital payments unit valued at US$2.65bn; IPO plans still intact

• Mpesa's premium pricing comes under the spotlight - we consider the evidence

Nigeria

• The ultimate guide to Nigeria fintech

• Why Nigeria is the favourite market in Africa for fintech investors

• Key success factors for Nigeria fintechs and the challenges ahead

• Mobile money is coming to Nigeria - a game-changer for financial inclusion 

• OPay's lesson to Africa's budding unicorns: find strong sponsors and a big pond

• Nigeria's central bank takes another swing at fintechs in the naira's defence

Asia

• How regulators in emerging Asia are supporting tech development

• ZoodPay: Central Asia & Middle East's innovative market leader in BNPL

• Financial Services holds the key to Grab's super app ambitions

China

• China takes another swipe at Ant Group: Credit and data assets split out

• China fintech: 6 listed firms giving access to Asia's most vibrant ecosystem

• US-listed Chinese firms are getting squeezed: We pick out some EM alternatives

• How to mitigate the regulatory risks of US-listed Chinese firms

• China's digital insurance opportunity

• Waterdrop's post-IPO collapse highlights Chinese fintechs' regulatory woes

India 

• India's massive BNPL opportunity

• India's robust digital payments ecosystem

• PB Fintech: India's dominant digital insurance and lending platform to IPO soon

• Paytm IPO fully subscribed on India's massive tech disruption opportunity

• EM digital payments: Paytm's IPO woes reflect a broader sector malaise

• India's super app race is about to heat up: Meet the contenders

Pakistan

• The ultimate guide to Pakistan fintech

• Why Pakistan's low financial inclusion is a huge opportunity for fintechs

• Five Pakistan fintechs to watch 

• How Pakistan's central bank is aggressively promoting digital finance

• Top factors driving Pakistan fintechs' success and the challenges ahead

• Pakistan investment fintechs have great potential, but challenges too

• How fintechs are solving Pakistan's credit access problem

• MCB considers Easypaisa acquisition - strong potential but no bed of roses

• Pakistan credit penetration is low and getting worse; can fintech change this?

Philippines 

• Philippines fintechs are well placed to help drive financial inclusion

South Korea 

• Coupang could list its payments unit after Kakao Pay's stellar IPO

Vietnam 

• Vietnam ranks first on our Fintech Financial Inclusion Scorecard

• The ultimate guide to Vietnam fintech

• Five Vietnam fintechs to watch

• Why Vietnam presents an ideal environment for fintechs to thrive

• Key factors for fintech success in Vietnam

   

Latin America

Argentina

• MercadoLibre: Pandemic transforms consumer behaviour

El Salvador 

• El Salvador moves to make bitcoin legal tender; other countries may follow suit

Mexico 

• Mexico's fintechs are well placed to drive financial inclusion

Uruguay 

• dLocal: Strong post-IPO rally reaffirms EM digital payments infrastructure story

Other categories

Blockchain

• The countries that could benefit most from introducing digital currencies

• Blockchain goes beyond crypto: Real-world applications in emerging markets

• Cryptocurrencies are moving mainstream: We compare global adoption levels

• The global cryptocurrency boom: Trends by region

• The top 10 crypto trends

• Cryptocurrency moves further mainstream; emerging markets could benefit most

• Crypto with a conscience: How ESG will drive the next phase of innovation

• How regulators are striving to turn back the cryptocurrency tide

BNPL

• The Buy Now Pay Later opportunity in EM: Lessons from the Square-Afterpay deal

• Buy Now Pay Later: 5 companies to watch in emerging markets

• Buy Now Pay Later to revolutionise consumer credit in emerging markets

Incumbents

• Why emerging market incumbents allow fintechs to win new business

• 5 of the fastest growing EM banks; lessons for the industry

Fintech IPOs 

• 7 upcoming Emerging Market fintech IPOs worth waiting for

• EM digital payments universe set to grow as a dozen firms plan to IPO

Listed fintech firms 

• Five EM fintech stocks that have more than doubled this year

• Digital payments infrastructure: 10 listed EM companies to watch

• 10 listed EM names writing the fast-growing payments infrastructure story

• 10 best Emerging Market tech stocks in 2021 so far

• Introducing Tellimer's Emerging Market Fintech 50 portfolio

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

• The EM fintech sub-sectors seeing greatest investor interest

• The Robinhoods of emerging markets are delivering exceptional growth

Other 

• The biggest fintech disruption opportunities in international remittances

• How technology can boost financial inclusion and which markets will benefit

• Fintech funding is growing strongly in 2021: Key emerging markets trends