Strategy Note /
Global

The EM fintech sub-sectors seeing greatest investor interest

  • Lending fintechs' shares have outperformed over the past year; their valuations and profitability compare favourably

  • Investech shares have more than doubled, despite regulatory headwinds and high valuations; top line growth has exploded

  • Security/software has underperformed; although highly scalable, these enabling businesses are not yet in vogue

The EM fintech sub-sectors seeing greatest investor interest
Rahul Shah
Rahul Shah

Head of Financials Equity Research

Contributors
Rohit Kumar
Rabail Adwani
Tellimer Research
19 August 2021
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