Rahul Shah

Tellimer Research

Head of Financials Equity Research @ Tellimer Research

Rahul covers global financials names. He has covered the financials sector as a sell-side analyst for over two decades, first in London and then Dubai. He was previously at Credit Suisse as head of MENA equity research, and has also worked at Deutsche Bank, Bank of America and JP Morgan. He is a CFA charterholder and a UK-qualified chartered accountant. 

Rahul Shah
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Latest articles from Rahul Shah
Sovereign Analysis / Lebanon

Lebanon: At the precipice as leaders pass the buck

Since officially entering default on 23 March (after announcing on 8 March the intention to not pay the 9 March maturity), Lebanon’s economic and political crisis has spiralled out of control. While protests died down in March amid a Covid-related lo...
Tellimer Research Patrick Curran
Patrick Curran @ Tellimer Research 9 July 2020
Global Themes / Global

Want exposure to booming EM digital payments? Consider these 10 listed names

Global digital payments are expected to grow 40% this year, with 20% CAGR to 2023; growth in emerging markets could be faster still. While Alibaba and Tencent are undoubtedly the listed tech titans in EM, we highlight 10 other names that give more ta...
Tellimer Research Rohit Kumar
Rohit Kumar @ Tellimer Research 7 July 2020
Flash Report / Global

Covid-19 loan losses: Pakistan banks appear better placed than Kenya, Nigeria

According to data from the State Bank of Pakistan, 1.4% of total bank loans (PKR113bn) have been restructured till 26 June 2020, while an additional 6.8% of total loans (PKR566bn) have been approved for deferral of principal payment for one year, bri...
Tellimer Research Rohit Kumar
Rohit Kumar @ Tellimer Research 3 July 2020
Equity Analysis / Qatar

Qatar banks: Masraf Al Rayan-Al Khaliji alliance follows Saudi mega-merger

Hot on the heels of the proposed NCB-Samba mega-merger in Saudi Arabia, a more modest transaction is also on the table in Qatar. Masraf Al Rayan (‘MARK’) and Al Khaliji Commercial Bank (‘KCBK’) have entered into merger negotiations, subject to due di...
Tellimer Research Rahul Shah
Rahul Shah @ Tellimer Research 2 July 2020
Flash Report - Equity / United Kingdom

Global microfinance survey: S & SE Asia loans deteriorated most in April

CGAP has released the results of its first bi-weekly global survey of microfinance institutions, conducted on 1-15 June and relating to conditions in April 2020. A total of 180 MFIs took part in the survey, with aggregate total assets of US$15bn.Alth...
Tellimer Research Rahul Shah
Rahul Shah @ Tellimer Research 2 July 2020
Flash Report / MENA

Proposed Saudi banking mega-merger could force competitors to react

One year after the SABB-Al Awwal merger was consummated, National Commercial Bank (also known as Al Ahli Bank) and Samba Financial Group have signalled their intention to merge. We think the motivations for such a transaction include the current diff...
Tellimer Research Rahul Shah
Rahul Shah @ Tellimer Research 28 June 2020

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