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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 from Rahul Shah
Weekend Reading /
Global
The 90% club: The search for deep value in EM equities
Around 10 US$1bn+ stocks have declined by 90%+ from recent peaks. Unsurprisingly, China and Tech feature heavily. We identify five beaten-up names that could rally strongly: Ebang Int’l, I-Mab, LianBio (China); Pagaya, REE (Israel). Despite developin...
Rahul Shah @ Tellimer Research 3 December 2022
For the love of the game: A spotlight on emerging market sports franchises
Manchester United is seeking new investors at a much higher price point than its market capitalisation of US$2.5bn. The club's strong branding and affinity with its supporters are key intangibles that any potential buyer must evaluate. We flag listed...
Rahul Shah @ Tellimer Research 23 November 2022
Global Themes /
Global
First in, first out: EMs will lead DMs out of the rate hiking cycle in 2023
Some emerging market central banks have tackled inflation more proactively than their developed market counterparts. They hiked rates sooner and lifted them higher, taking real rates into positive territory and driving down inflation. The rate cycle....
Rahul Shah @ Tellimer Research 22 November 2022
Global Themes /
Global
In a multipolar world, military spending looks set to explode
Global military spending is today close to historically low levels, when compared with GDP. This is unsustainable. The US’s declining ability to police the world is encouraging both friends and foes to lift their defence resourcing. We highlight the....
Rahul Shah @ Tellimer Research 22 November 2022
Fintech jobs cuts are up 7x on last year – here's why
While redundancies at tech leaders like Amazon, Meta and Twitter grab the headlines, fintechs are also shedding staff. Reduced funding access is pushing down valuations, forcing firms to cut cash burn and shorten the path to profitability. Emerging m...
Rahul Shah @ Tellimer Research 17 November 2022
You want ketchup with that? Dubai's Empower supersizes its IPO offering
Empower marks Dubai’s fourth privatisation this year (out of a targeted 10 transactions), with US$7.6bn raised so far. It's the world’s largest district cooling firm, with a 50% energy efficiency advantage over traditional air conditioning. It delive...
Rahul Shah @ Tellimer Research 4 November 2022
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