Strategy Note /
Global

The EM Tech firms best placed to survive the rout

  • The Snap earnings warning and the Nasdaq sell-off have raised questions about the sustainability of EM Tech firms

  • We have looked at where the vulnerabilities lie, rating EM Tech stocks on their cash sustainability

  • Alibaba, MercadoLibre and Coupang are well-placed on this metric, but Sea, Bukalapak, GoTo and Grab are not

The EM Tech firms best placed to survive the rout
Nirgunan Tiruchelvam
Nirgunan Tiruchelvam

Head of Consumers Equity Research

Tellimer Research
27 May 2022
Published byTellimer Research

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