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What's happening and why in the world's emerging economies.
The latest insights on emerging fintech opportunities.
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Macro backdrop is on a bumpy road to recovery. A catch-up in equities is overdue, supported by EGP weakness. Our top picks are COMI, ADIB, HRHO, EFIH, ETEL, ORWE, CIRA, EFID, CLHO, TMGH, ORHD, EKHO, ABUK, ORAS, and ARCC.
A new white paper from Refinitiv explores on-the-ground insights gained in the evolving fintech space. Interviews conducted with experts in differentfintech firms across a range of geographies. The top challenges finttechs faced in 2022 were online f...
While redundancies at tech leaders like Amazon, Meta and Twitter grab the headlines, fintechs are also shedding staff. Reduced funding access is pushing down valuations, forcing firms to cut cash burn and shorten the path to profitability. Emerging m...
Growth constraints: fintech competition, covid restrictions, slow customer adoption and regulation. Regulatory hurdles: deposit insurance, data protection, consumer protection. Ant (payments/ super app), East Money (investech), Lufax (lending), WeCha...
We present five of our best current calls across economies, sectors, stocks and bonds for November. This month's picks: EM equities are cheap, Buy China equities, Buy Uzbekistan and Pakistan bonds. We have high conviction that insurance, digital paym...
Success factors: innovative services, extensive distribution and user-friendly platforms, plus strong shareholders. Strategic plans: new products/services, better operating efficiency, new customer segments and strategic partnerships. Targeted innova...
Reflecting its more mature status, China is one of the few EMs where fintechs compete head-on with banks and telcos. Key performance indicators: product/service innovation, gross margins and transaction value, plus brand value. Value proposition: use...
Chinese fintechs have shifted focus from user acquisition to user monetisation, operating efficiency and profit margins. The proportion of profitable fintechs has halved since 2020 on regulatory/ macro headwinds but should recover next year. Better f...
Banking penetration in emerging markets is much lower than in developed markets, but it is improving. Insufficient funds is the top reason people don’t have bank accounts, followed by expensive banking products. Poor branch proximity is a key issue i...
We've analysed 24 fintech products across 5 top-down factors: funding, capital, pricing, liquidity and customer demand. Resilient business models include insurance comparison, digital payments, digital banking and pawning. Vulnerable businesses inclu...
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