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

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...
Tellimer Research Rahul
Rahul Shah @ Tellimer Research 17 May 2021
Egypt fintechs can boost financial inclusion, helped by favourable regulation
Egypt fintechs can boost financial inclusion, helped by favourable regulation

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...
Tellimer Research Rahul
Rahul Shah @ Tellimer Research 13 May 2021
Waterdrop’s post-IPO collapse highlights Chinese fintechs' regulatory woes
Waterdrop’s post-IPO collapse highlights Chinese fintechs' regulatory woes

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...
Tellimer Research Rohit
Rohit Kumar @ Tellimer Research 12 May 2021
Philippines fintechs are well placed to help drive financial inclusion
Philippines fintechs are well placed to help drive financial inclusion

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...
Tellimer Research Rohit
Rohit Kumar @ Tellimer Research 11 May 2021
7 upcoming Emerging Market fintech IPOs worth waiting for
7 upcoming Emerging Market fintech IPOs worth waiting for

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...
Tellimer Research Rahul
Rahul Shah @ Tellimer Research 11 May 2021
Vietnam ranks first on our Fintech Financial Inclusion Scorecard
Vietnam ranks first on our Fintech Financial Inclusion Scorecard

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; ...
Tellimer Research Rahul
Rahul Shah @ Tellimer Research 7 May 2021

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Rahul Shah
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Rohit Kumar
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