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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
Sovereign Analysis /
Lebanon
Lebanon: At the precipice as leaders pass the buck
Since officially entering default on 23 March (after announcing on 8 March the intention to not pay the 9 March maturity), Lebanon’s economic and political crisis has spiralled out of control. While protests died down in March amid a Covid-related lo...
Patrick Curran @ Tellimer Research 9 July 2020
Global Themes /
Global
Want exposure to booming EM digital payments? Consider these 10 listed names
Global digital payments are expected to grow 40% this year, with 20% CAGR to 2023; growth in emerging markets could be faster still. While Alibaba and Tencent are undoubtedly the listed tech titans in EM, we highlight 10 other names that give more ta...
Rohit Kumar @ Tellimer Research 7 July 2020
Flash Report /
Global
Covid-19 loan losses: Pakistan banks appear better placed than Kenya, Nigeria
According to data from the State Bank of Pakistan, 1.4% of total bank loans (PKR113bn) have been restructured till 26 June 2020, while an additional 6.8% of total loans (PKR566bn) have been approved for deferral of principal payment for one year, bri...
Rohit Kumar @ Tellimer Research 3 July 2020
Equity Analysis /
Qatar
Qatar banks: Masraf Al Rayan-Al Khaliji alliance follows Saudi mega-merger
Hot on the heels of the proposed NCB-Samba mega-merger in Saudi Arabia, a more modest transaction is also on the table in Qatar. Masraf Al Rayan (‘MARK’) and Al Khaliji Commercial Bank (‘KCBK’) have entered into merger negotiations, subject to due di...
Rahul Shah @ Tellimer Research 2 July 2020
Flash Report - Equity /
United Kingdom
Global microfinance survey: S & SE Asia loans deteriorated most in April
CGAP has released the results of its first bi-weekly global survey of microfinance institutions, conducted on 1-15 June and relating to conditions in April 2020. A total of 180 MFIs took part in the survey, with aggregate total assets of US$15bn.Alth...
Rahul Shah @ Tellimer Research 2 July 2020
Flash Report /
MENA
Proposed Saudi banking mega-merger could force competitors to react
One year after the SABB-Al Awwal merger was consummated, National Commercial Bank (also known as Al Ahli Bank) and Samba Financial Group have signalled their intention to merge. We think the motivations for such a transaction include the current diff...
Rahul Shah @ Tellimer Research 28 June 2020
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Rahul in the press
- New M&A wave seen for Gulf banks trying to outrun virus slowdown - Salaam Gateway Thu, 2 Jul 2020
- Africa: New Frontier For Private Banking - Global Finance Thu, 6 Jun 2019
- The contradictions of African banking - Euromoney magazine Wed, 15 May 2019
Tellimer Limited (FRN 920001) is an Appointed Representative of Met Facilities LLP (FRN 587084) which is authorised and regulated by the Financial Conduct Authority.
© 2020 TellimerTellimer Limited (FRN 920001) is an Appointed Representative of Met Facilities LLP (FRN 587084) which is authorised and regulated by the Financial Conduct Authority.