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
Hide filters Show filters
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...
Tellimer Research Rahul
Rahul Shah @ Tellimer Research 3 December 2022
The 90% club: The search for deep value in EM equities
The 90% club: The search for deep value in EM equities

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...
Tellimer Research Rahul
Rahul Shah @ Tellimer Research 23 November 2022
For the love of the game: A spotlight on emerging market sports franchises
For the love of the game: A spotlight on emerging market sports franchises
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....
Tellimer Research Rahul
Rahul Shah @ Tellimer Research 22 November 2022
First in, first out: EMs will lead DMs out of the rate hiking cycle in 2023
First in, first out: EMs will lead DMs out of the rate hiking cycle in 2023
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....
Tellimer Research Rahul
Rahul Shah @ Tellimer Research 22 November 2022
In a multipolar world, military spending looks set to explode
In a multipolar world, military spending looks set to explode

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...
Tellimer Research Rahul
Rahul Shah @ Tellimer Research 17 November 2022
Fintech jobs cuts are up 7x on last year – here's why
Fintech jobs cuts are up 7x on last year – here's why

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...
Tellimer Research Rahul
Rahul Shah @ Tellimer Research 4 November 2022
You want ketchup with that? Dubai's Empower supersizes its IPO offering
You want ketchup with that? Dubai's Empower supersizes its IPO offering

Filter by tags

Rahul Shah
Financials
Equity
Rohit Kumar
Spotlight
Asia
Africa
Macro-strategy
Macro
Banks
Fintech
Nigeria
MENA
China