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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 articles from Rahul Shah
How to mitigate the regulatory risks of US-listed Chinese firms
Bloomberg reports that Beijing is likely to impose more severe sanctions on Chinese ride-hailing giant Didi than it did on Alibaba, which was hit by a US$2.8bn fine. For this latter group of investors, we have compiled lists of alternative investment...
Rahul Shah @ Tellimer Research 22 July 2021
Pakistan credit penetration is low and getting worse; can fintech change this?
In this report we explain what is driving this low credit penetration, what steps the authorities have recently taken to tackle this issue, and the potential impact of fintechs. This has led to the overall loans/deposits ratio of banks coming down fr...
Rohit Kumar @ Tellimer Research 21 July 2021
5 of the fastest growing EM banks; lessons for the industry
An emphasis on digital business models is allowing these franchises to efficiently service their fast-growing client bases. Cross-selling additional products is an effective way to improve the return on customer-acquisition costs. Gojek took a 22% st...
Rahul Shah @ Tellimer Research 18 July 2021
Pakistan investment fintechs have great potential, but challenges too
Pakistan’s investment industry is deeply underpenetrated. There is scope for more investechs in Pakistan. This is similar to what we have seen in other markets; for example, Ant Group, the world’s largest fintech, started as a payments platform (Alip...
Rohit Kumar @ Tellimer Research 16 July 2021
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Iceland
Arion Bank: Strong Q2 preliminary results support our recent upgrade
This announcement supports the recent upgrade of our forecasts and fair value estimate, and should also underpin continued share buy-back activity. We think Arion should trade at a premium to Islandsbanki based on its higher ROE, more extensive share...
Rahul Shah @ Tellimer Research 15 July 2021
US-listed Chinese firms are getting squeezed: We pick out some EM alternatives
Under the USA’s Holding Foreign Companies Accountable (HCFA) Act, passed last December and effective as of April, US-listed foreign firms must establish that they are not owned or controlled by foreign governments, and must disclose details of their ...
Rahul Shah @ Tellimer Research 13 July 2021
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