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
Egypt fintechs can boost financial inclusion, helped by favourable regulation
Egypt scores well in our recently publishedFintech Financial Inclusion Scorecard, which seeks to identify the countries that offer the best potential for fintechs to boost financial exclusion. At the same time, only a third of adults have a bank acco...
Rahul Shah @ Tellimer Research 17 May 2021
Waterdrop’s post-IPO collapse highlights Chinese fintechs' regulatory woes
Waterdrop, a Tencent and Meituan-backed Chinese digital insurance and medical expense crowdfunding platform, debuted on the New York Stock Exchange on 7 May. The issue price was US$12, at the top of the US$10-12 indicative range, raising US$360mn fre...
Rahul Shah @ Tellimer Research 13 May 2021
Philippines fintechs are well placed to help drive financial inclusion
The Philippines ranks second on our Fintech Financial Inclusion Scorecard, which seeks to identify the countries that offer the best potential for fintechs to address financial exclusion. At the same time, financial access is poor, with below EM-aver...
Rohit Kumar @ Tellimer Research 12 May 2021
7 upcoming Emerging Market fintech IPOs worth waiting for
In this report, we look at seven emerging market fintechs that are planning initial public offerings (IPOs) later this year. However, the net loss also increased (up 200% yoy) to US$155mn. The prospectus can be accessed here. In addition, Kakao Pay p...
Rohit Kumar @ Tellimer Research 11 May 2021
Vietnam ranks first on our Fintech Financial Inclusion Scorecard
In our recent report we surveyed over 30 emerging markets to identify where the scope for boosting financial inclusion appears greatest. Based on our methodology, Vietnam ranks as the emerging market where fintechs could have the biggest positive imp...
Rahul Shah @ Tellimer Research 11 May 2021
Arion Bank: Q1 21 – Highest result in 4 years, with more buy-backs to come
Arion Bank reported ISK6.0bn net profit, versus ISK2.2bn loss in Q1 20 and an ISK5.8bn profit in Q4 20. We provide more details below. Net interest income (up 1% yoy). During 2020, Arion was able to offset lower yields through reduced funding costs; ...
Rahul Shah @ Tellimer Research 7 May 2021
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