Paul Domjan

Tellimer Research

Senior Contributing Analyst @ Tellimer Research

Paul writes for Tellimer, having previously been Head of Research. He joined Tellimer from 4CAST-RGE, a leading provider of thematic and intraday economic analysis, where he served as CEO. Paul has a strong background in public policy, as a special adviser to the UK parliament, energy security adviser to the U.S. Department of Defense and political scenarios analyst at Royal Dutch/Shell.

Paul Domjan
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Latest articles from Paul Domjan
Weekend Reading / Global

Digital payments need digital currencies

Last month, I looked at how the Wirecard saga showed that political risk is not just an EM problem and that fintech investors need to look beyond growth to understand partnership and infrastructure risk. At the same time, I realised that, despite gro...
Tellimer Research Paul Domjan
Paul Domjan @ Tellimer Research 8 August 2020
Macro Analysis / Global

Covid-19: The optimist’s case

Last weekend, I wrote that the latest data on Covid-19 indicate that the pandemic is likely to get worse as the year progresses and forecasts of steady economic recovery in the second half of this year and next year, including the IMF’s newly downwar...
Tellimer Research Paul Domjan
Paul Domjan @ Tellimer Research 5 August 2020
Weekend Reading / Global

Covid-19: The burden of proof is now on the optimists

I, like everyone in finance, see lots and lots of Covid charts. 2) While it’s tempting to blame the renewed Covid outbreak in Australia on randy security guards in Melbourne hotels, the reality is that Australia gives us a preview of how difficult it...
Tellimer Research Paul Domjan
Paul Domjan @ Tellimer Research 1 August 2020
Weekend Reading / Global

Wirecard raises the bar for fintech due diligence

I personally began to worry about Wirecard in 2016, when Zatarra Research published its damning investigation into the company. Did they even know that the companies they were investing in depended on Wirecard? When I coach and mentor start-ups and e...
Tellimer Research Paul Domjan
Paul Domjan @ Tellimer Research 18 July 2020
Weekend Reading / Global

Wirecard saga: EMs don’t have a monopoly on risk, corruption and poor oversight

For the past two decades, I have been on a mission to convince investors that they should invest in responsible EMs and not assume that the fact that a country is developed means that it is low risk. Finally, last month, after both KPMG and EY said t...
Tellimer Research Paul Domjan
Paul Domjan @ Tellimer Research 11 July 2020
Weekend Reading / Malawi

Malawi has done it: What its remarkable election tells us about geopolitics

“Malawi Has Done It”: four words that I’ve been looking forward to writing since last year. In February, the constitutional court overturned the elections and called for a rerun. On the one hand, authoritarian regimes have learned that elections only...
Tellimer Research Paul Domjan
Paul Domjan @ Tellimer Research 4 July 2020

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