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Emerging markets

Emerging Markets

Emerging markets pressure-test payment products on every dimension: rails, regulation, partner depth, FX and operations. Essays here cover what that pressure teaches.

◆ Essays

Field notes for this hub.

30 essays
Aug 27, 20267 min read

Egypt Digital Financial Identity Needs Operating Proof

Egypt's digital financial identity platform is not only an onboarding shortcut. Banks need evidence that identity, consent, authentication and data updates work after launch.

Aug 26, 20267 min read

Jaywan Acceptance Needs Payment Evidence, Not Just Logos

Jaywan acceptance is no longer only a scheme-launch claim. The useful operator question is whether merchants, acquirers, issuers and the network can prove what happened after every payment.

Aug 25, 20267 min read

Aani's Next Product Problem Is Merchant Operating Adoption

Aani's public numbers show reach. Durable merchant adoption now depends on checkout behaviour, confirmation, refunds, reconciliation and support.

Aug 17, 20267 min read

UAE Jaywan Rollout Needs a Scheme-Migration Control Room

Jaywan has moved from national card-scheme concept to phased UAE issuance. Here is the scheme-migration control room I would require before scaling it.

Aug 15, 20267 min read

UAE Open Finance Pay by Bank Needs Checkout Gates

UAE Open Finance is moving Pay by Bank from framework to checkout. Here is the go-live gate I would require before scaling it for merchants.

Aug 13, 20267 min read

UAE E-Invoicing Turns Finance Change Into Provider Readiness Gates

The UAE e-invoicing programme is not only a tax technology change. It forces finance, tax, procurement, ERP, payments, and operations teams to prove provider readiness before the mandate becomes a production risk.

Aug 9, 20267 min read

Checkout.com UAE SVF Approval Turns Liquidity Into a Payment Control

Checkout.com's UAE SVF in-principle approval is a MENA payments signal: unified acquiring and issuing only works when liquidity, safeguarding, authorization, settlement, and reconciliation controls are designed before scale.

Jul 21, 20267 min read

Checkout Friction Is an Acceptance Operating Model

Checkout conversion does not improve because a merchant adds one feature. It improves when onboarding, saved credentials, payment choice, routing, and trust are run as one acceptance system.

Jul 15, 20267 min read

Ajman Bank and AFS Make Merchant Acquiring a Platform Bet

The Ajman Bank and AFS MoU is not just partnership news. It shows how banks turn merchant acquiring into a broader business platform.

Jul 14, 20268 min read

The Role of SWIFT in Emerging-Markets Banking

For emerging-market banks, SWIFT is not optional. The fragility is in the correspondents on either end of the message.

Jul 3, 20267 min read

85,000 Amex Locations: The UAE Acceptance Work Starts Now

American Express and Network International can widen UAE acceptance quickly. Sustainable value depends on merchant activation, clean settlement, and repeat card use.

Jun 30, 20267 min read

Adyen's UAE License Makes Merchant Acquiring More Local

Adyen's UAE approval is not just expansion news. It changes who controls settlement, compliance loops, and merchant operating reliability.

Jun 30, 20268 min read

Revolut and Adyen's UAE Licences Show What Dubai Wants From Fintech

Revolut and Adyen got different UAE licences in June 2026. The shared message is that Dubai wants locally controlled payment operations, not thin market-entry stories.

Jun 26, 20267 min read

Lean and Ziina Turn UAE Pay by Bank Into a Checkout Test

Lean and Ziina's UAE one-tap Pay by Bank launch is more than an Open Finance milestone. It is a checkout, trust, settlement, and reconciliation test for account-to-account payments in the Gulf.

Jun 25, 20267 min read

Stripe Shows Global Checkout Is a Product System

Stripe found that even one geographically irrelevant payment method can dent conversion. That is the tell: global checkout is a system of localisation, authorisation, fraud, tax, and treasury, not a country toggle.

Jun 21, 20266 min read

Finastra's Core Banking Sale Is a Product Focus Lesson

Which product lines actually deserve executive focus? Finastra answered by selling Universal Banking to Pollen Street, and the move is a sharper lesson on platform sprawl than it looks.

Jun 19, 20269 min read

Correspondent Banking and the Reality of Emerging-Market Corridors

De-risking did not reduce risk. It moved the risk to the corridors that need access most.

Jun 18, 20266 min read

Revolut UAE Licences: The Product Work Starts Now

A UAE payments licence is not the finish line. For a global wallet, it is where the local operating model starts to get tested.

May 31, 202610 min read

How Emerging Markets Pressure-Test Payment Product Strategy

Cards-first thinking, monthly settlement assumptions, and English-only UX do not survive contact with the markets that will define the next decade of payment volume.

May 29, 202611 min read

Payment Cost Is a Product Variable: From 50% to 1% (Tapmad Migration Playbook)

Tapmad was losing roughly half its revenue to payment cost. The rail-mix, dunning, and smart-retry rebuild took it to about 1%, past 5M subscribers, and 70% higher ARPU, with no new vendors.

May 29, 20269 min read

Payments PRD Template: The 9 Sections Every Senior PM Should Write

A payments PRD is not a SaaS feature brief with a money movement appendix. It has to explain state, risk, settlement, compliance and operational failure before engineering starts.

May 28, 20269 min read

The Risk-Adjusted Backlog: Prioritising Payment Products When Failure Costs Real Money

A payment roadmap cannot be ranked by revenue alone. The backlog has to price the cost of failure, the cost of delay and the cost of operating complexity.

May 20, 202612 min read

CSPO + RICE in Practice: A Real Payments Roadmap Walkthrough

RICE is a clean ranking framework that does not know payments exists. CSPO is a clean product mindset that does not know prioritisation maths. Put together, with a risk-adjusted overlay, they become a working operating system for a payments backlog. Here is the walkthrough.

May 20, 202613 min read

Hiring Fintech PMs: Twelve Interview Questions That Actually Separate Senior From Junior

Most fintech PM interviews still draw from the same SaaS-PM rubric the candidate practiced for. The questions that actually separate senior from junior are the ones that cannot be prepared for from a YouTube series. These are twelve I have used to hire payments product managers, with what each one tests and what the answers reveal.

May 20, 202614 min read

MENA + South Asia Payment Infrastructure: A Country-By-Country Operating Map

Every operator entering MENA or South Asia gets a market deck from the local consulting partner. The deck is well-presented and operationally useless. This is the deck that would actually have helped, the regulators, the rails, the wallets, the flows that matter, and the launch sequence that does not collapse.

May 20, 202612 min read

Nigerian Payment Rails: NIBSS, NQR, eNaira: How the Stack Actually Works

Nigeria has built one of the most ambitious public-rail payment stacks of any emerging market: NIBSS, NIP, BVN, NQR, eNaira, all interlinked under the CBN. Anyone entering Nigeria gets a stack deeper than the deck suggests and a regulator more active than they expect.

May 20, 202612 min read

OKRs at $1B+ TPV: How Payment Goals Differ From SaaS Goals

SaaS OKRs measure user behaviour and revenue growth. Payments OKRs measure money behaviour and risk posture, and the two operate on opposite reflexes. Here is what a senior payments leader actually writes when the platform is clearing a billion.

May 20, 202612 min read

Payments PM Career Ladder: IC → Lead → Director → VP: What Actually Changes At Each Step

Most career ladders treat the levels as steps on a staircase. Payments is different, each level requires unlearning what worked at the previous one. This is the operator's map of what changes between IC, Lead, Director, and VP in a payments product organisation.

May 16, 202611 min read

Product Management for Payments Platforms: What's Different, and What's Not

A payments PM is a SaaS PM with three extra constituencies and one extra reflex. Get the reflex wrong and the other constituencies stop trusting you.

May 3, 20269 min read

Crypto Off-Ramps in Emerging Markets: The Real Plumbing

An off-ramp is only as good as the local payout rail underneath it. In emerging markets, that rail is the hardest, most fragile part of the entire crypto stack.

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