RESEARCH

We endeavour to create a research platform that offers startup founders, global technology investors and other stakeholders insights into the venture landscape in the emerging world

We endeavour to create a research platform that offers startup founders, global technology investors and other stakeholders insights into the venture landscape in the emerging world

KVP Coverage Notes

KVP Coverage Notes

  • Investor-grade research reports on marquee emerging & frontier markets ventures

  • Focuses on market dynamics and how ventures exploit inefficiencies in their markets

  • Comparables analysis to understand how public equity markets value similar businesses

KVP Index

(launching in Q1 2024)

  • Share price index of publicly listed emerging & frontier markets internet companies

  • Includes (i) trading metrics of the Index constituents, (ii) valuation multiple levels by sectors & (iii) benchmarking of key operational KPIs of Index constituents

  • Macroeconomic update of key markets across Asia, Africa, the Middle East & Latin America

KVP Globalisation Tracker

(launching in Q2 2024)

  • Tracker of deal activity of ventures with business models that integrate emerging & frontier markets into global value chains

  • Verticals (not exhaustive): Digital freight forwarder, cross-border marketplaces, trade finance fintech, global talent platforms and remittance providers

  • Monthly newsletter covering deal flow across the theme of enabling globalisation in the emerging world

KVP Index

(launching in Q1 2024)

KVP Index

(launching in Q1 2024)

  • Share price index of publicly listed emerging & frontier markets internet companies

  • Includes (i) trading metrics of the Index constituents, (ii) valuation multiple levels by sectors & (iii) benchmarking of key operational KPIs of Index constituents

  • Macroeconomic update of key markets across Asia, Africa, the Middle East & Latin America

KVP Globalisation Tracker

(launching in Q2 2024)

KVP Globalisation Tracker

(launching in Q2 2024)

  • Tracker of deal activity of ventures with business models that integrate emerging & frontier markets into global value chains

  • Verticals (not exhaustive): Digital freight forwarder, cross-border marketplaces, trade finance fintech, global talent platforms and remittance providers

  • Monthly newsletter covering deal flow across the theme of enabling globalisation in the emerging world

KVP Coverage Notes

Pakistan | Fintech (Alternative Lending)

  • Comprehensive overview of business model and market (incl. interviews with customers and investors)

  • Close look at publicly listed EM comparables (fintech & banking) to understand valuation drivers

  • Illustrative medium-term projections based on operational benchmarking of EM Challenger Banks; indicative valuation scenario based on multiples of public comparables