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
Flash Report / Global

Lebanon's latest bank results throw a spotlight on an economy in freefall

Recent H1 20 results from Bank Audi, BLOM Bank and Byblos Bank shed light on an economy that is imploding before our eyes. Aggregate lending for the top three Lebanese banks has shrunk 20% ytd, and 31% yoy. USD-denominated loans at the bank are now 3...
Tellimer Research Rahul Shah
Rahul Shah @ Tellimer Research 24 September 2020
Lebanon: H1 bank results throw a spotlight on an economy in freefall
Lebanon: H1 bank results throw a spotlight on an economy in freefall
Strategy Note / Global

EM digital payments infrastructure: Six companies spearheading the charge

We have previously highlighted the importance of payments infrastructure in accelerating e-commerce in emerging markets and the strong growth that some of these payment infrastructures companies are seeing. In 2020, the company targets solid revenue...
Tellimer Research Rahul Shah
Rahul Shah @ Tellimer Research 17 September 2020
EM digital payments infrastructure: Six companies spearheading the charge
EM digital payments infrastructure: Six companies spearheading the charge
Macro Analysis / Global

EM consumer survey: Women are bearing the heaviest Covid-19 burden

Almost 50% more women than men are suffering from anxiety relating to Covid-19; this difference is concentrated in Brazil and Mexico, suggesting cultural factors are playing a key role. Nevertheless, more of our female respondents have lost their job...
Tellimer Research Rahul Shah
Rahul Shah @ Tellimer Research 19 August 2020
EM consumer survey: Women are bearing the heaviest Covid-19 burden
EM consumer survey: Women are bearing the heaviest Covid-19 burden
Macro Analysis / Global

Covid-19 emerging markets survey: Anxious youth, impoverished wisdom

Our survey indicates that the physical health implications of Covid-19 have not been age-dependent; around one in six-respondents feel they have been affected in some way. Over-35s are mentally more resilient, even though almost half of them are expe...
Tellimer Research Rahul Shah
Rahul Shah @ Tellimer Research 14 August 2020
Covid-19 emerging markets survey: Anxious youth, impoverished wisdom
Covid-19 emerging markets survey: Anxious youth, impoverished wisdom
Macro Analysis / Global

EM Covid-19 survey: Government support programmes are missing their mark

More low-income individuals aren't benefitting from government support than wealthier individuals. This difference seems most severe in China and India. Low-income individuals can't benefit from such schemes if they are financially excluded. Low-inco...
Tellimer Research Rahul Shah
Rahul Shah @ Tellimer Research 4 August 2020
EM Covid-19 survey: Government support programmes are missing their mark
EM Covid-19 survey: Government support programmes are missing their mark
Macro Analysis / Global

Covid-19 consumer survey: The EMs hurting (and helping) the most

Lower income is most prevalent in Indonesia, while it is less of an issue for Brazilians and Mexicans. In terms of changes in behaviour, home-working is now much more prevalent in Indonesia, while in China relatively fewer respondents had made this s...
Tellimer Research Rahul Shah
Rahul Shah @ Tellimer Research 24 July 2020
Covid-19 consumer survey: The EMs hurting (and helping) the most
Covid-19 consumer survey: The EMs hurting (and helping) the most

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2019
Spotlight
Macro-strategy
Fixed Income - Sovereign
IMF
Lebanon
BLOM Bank
BLOM
H1 20
Lebanese
Audi
Beirut
Bank Audi

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