Fintech business models subject to price caps or reliant on liquidity and leverage could see their profitability decline
Buy Now Pay Later (BNPL), SME lenders and cryptocurrency exchanges appear most vulnerable to higher interest rates
In contrast, payments wallets could see their float income rise. Other winners include deposit-gathering digital banks
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This report is independent investment research as contemplated by COBS 12.2 of the FCA Handbook and is a research recommendation under COBS 12.4 of the FCA Handbook. Where it is not technically a research recommendation because the subject of the research is not listed on any European exchange, it has nevertheless been treated as a research recommendation to ensure consistent treatment of all Tellimer's research. This report has been produced by the analyst(s) named above (the "Analyst").
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