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

Our 20 pandemic winners: Key takeaways

The pandemic winners among developed market stocks, almost all tech firms, are now household names, with the likes of Zoom helping to transform our working and personal lives and Tesla becoming a retail-investor favourite, recording staggering share...
Tellimer Research Rahul Shah
Rahul Shah @ Tellimer Research 20 January 2021
Our 20 pandemic winners: Key takeaways
Our 20 pandemic winners: Key takeaways

Raast: Revolutionising Pakistan’s digital payments ecosystem

Raast will provide necessary back-end infrastructure to payments services providers and should deliver the following objectives: significantly reduced transaction costs; full interoperability between counterparties; improve security; an enhanced user...
Tellimer Research Rohit Kumar
Rohit Kumar @ Tellimer Research 19 January 2021
Raast: Revolutionising Pakistan’s digital payments ecosystem
Raast: Revolutionising Pakistan’s digital payments ecosystem

The key regulatory challenges fintechs face

Consumer/data protection is the top regulatory challenge cited by fintechs. By product, consumer/data protection regulations are a key hurdle for fintechs operating in the payments, lending and investech segments. By country, incumbents in India, Chi...
Tellimer Research Rahul Shah
Rahul Shah @ Tellimer Research 19 January 2021
The key regulatory challenges fintechs face
The key regulatory challenges fintechs face

Nigeria Banks: Q4 20 preview – top factors to shape performance

A direct outcome of the Central Bank of Nigeria (CBN)'s expansionary policy actions has been the downward pressure in net interest margins, which will be reflected in Q4 20’s numbers. Bearing the above in mind, and in addition to the regulatory-induc...
Tellimer Research Busola Jeje
Busola Jeje @ Tellimer Research 18 January 2021
Nigeria Banks: Q4 20 preview – top factors to shape performance
Nigeria Banks: Q4 20 preview – top factors to shape performance

20 best Emerging Market stocks through the pandemic

Jumia is known as the Amazon of Africa. Sea’s exponential rise has made it the largest company in ASEAN, a region of 600mn people. We identified Fawry as an EM tech stock to watch in July 2020, when the pre-unicorn company had a market cap of US$735m...
Tellimer Research Rohit Kumar
Rohit Kumar @ Tellimer Research 18 January 2021
20 best Emerging Market stocks through the pandemic
20 best Emerging Market stocks through the pandemic

Digital lenders: Strong growth prospects driven by improving financial inclusion

This report, part of our series on the risks and opportunities in the emerging markets fintech space, focuses on lending fintechs. The most important factors driving these firms' success to date include product quality, targeting the unbanked and fun...
Tellimer Research Rohit Kumar
Rohit Kumar @ Tellimer Research 14 January 2021
Digital lenders: Strong growth prospects driven by improving financial inclusion
Digital lenders: Strong growth prospects driven by improving financial inclusion

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