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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
Spectacular start to Egypt’s privatisation programme; where next for e-finance?
At the IPO price of GBP13.98 per share, e-finance was effectively priced at around the mid-point of global emerging markets digital payments peers and Egypt’s Fawry, which had listed in 2019. Nevertheless, e-finance’s valuation now leaves very little...
Rahul Shah @ Tellimer Research 21 October 2021
PB Fintech: India’s dominant digital insurance and lending platform to IPO soon
Haryana-based PB Fintech Limited is an Indian fintech with leadership positions in digital insurance and lending. India's insurance market generated INR7.6tn premiums in fiscal 2020 and PBF expects it to grow to INR39.0tn in fiscal 2030 ie 18% CAGR. ...
Rahul Shah @ Tellimer Research 20 October 2021
Why Nigeria is the favourite market in Africa for fintech investors
Fintechs dominate the African tech start-up space – the continent has five tech unicorns and all of them are fintechs. These metrics highlight the difficulties faced by ordinary Nigerians in accessing basic financial services. Nigeria's technological...
Rahul Shah @ Tellimer Research 19 October 2021
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Mapping the digital behaviour of emerging market consumers
To answer these questions, we surveyed 900 individuals across 14 emerging markets... Two-thirds of our respondents access social media at least daily; very few emerging market adults are not plugged into their social media accounts. Indonesia: Ride-h...
Rahul Shah @ Tellimer Research 16 October 2021
Arion Bank: Stronger macro good for margins and risk costs; buybacks to continue
We touch on some of these themes below. Share prices have risen by c65% over the past year. Higher interest rates should be supportive of Arion Bank’s margins, given that assets have greater potential for upward repricing than liabilities. On the sam...
Rahul Shah @ Tellimer Research 8 October 2021
Network International Holdings PLC: Strong growth opportunities but management must deliver soon
In this report, we take a deep dive into the company’s business model, its historical performance, key strategies and investment risks. Covid lockdowns have hit traditional transactional activity, but online/digital payments volumes have boomed; the ...
Rohit Kumar @ Tellimer Research 7 October 2021
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2019
