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Rahul Shah
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.
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Latest from Rahul Shah
Brazil fintech: Growth opportunities, targeted KPIs and the value proposition
Considering how fintechs run their own operations, our detailed survey of 215 firms provides some interesting insights. Brazilian fintechs are focused on growing their user base and transaction value, and on product/ service innovation. As for the cu...
Rabail Adwani @ Tellimer Research 29 June 2022
Inflation, interest rates and the margin-cost trade-off for EM banks
Margins are likely to widen as interest rates rise (positive). Loan quality will likely deteriorate due to weaker debt servicing capacity and lower collateral values (negative). Items 3-5 will take effect later in the cycle and we will return to thes...
Rahul Shah @ Tellimer Research 29 June 2022
BNPL is now on the regulatory radar, good for its long-term sustainability
Since aggressive BNPL growth is putting both consumers and companies at risk, regulators in different markets are increasingly hatching plans to regulate the sector. Recently, regulators in some leading BNPL markets have shown intentions to bring the...
Rohit Kumar @ Tellimer Research 27 June 2022
Weekend Reading /
Global
The newly minted EM fintech unicorns, and what sets them apart
There have been around 45 net additions to the fintech unicorns list this year (as of end-May); most of these companies are based in developed markets, but there are a handful from emerging markets too. Most of these new fintech unicorns are already ...
Rohit Kumar @ Tellimer Research 25 June 2022
Pakistan digital payments are picking up, but structural issues remain
There were around 80mn mobile wallets in Pakistan at the end of 2021, which is c25% more than the 63mn bank accounts in the country. We discuss this issue in more detail later in this note. This is because operators have thin margins on P2P transfers...
Rohit Kumar @ Tellimer Research 23 June 2022
Five Brazilian fintechs to watch
Nubank is a digital bank providing services in Latin America, principally Brazil. Nubank went on to IPO in December 2021, with its shares rising 15% on their first day of trading, giving the digital bank a market capitalisation of cUS$50bn. It is a p...
Rahul Shah @ Tellimer Research 23 June 2022
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