Rohit Kumar

Tellimer Research

Global Financials/Thematics @ Tellimer Research

Rohit’s global financials analysis incorporates perspective from his role as deputy head of research at Insight Securities, where he played a key role in setting up the research department. He was previously at Taurus Securities, a subsidiary of the National Bank of Pakistan, covering the banking, construction and power sectors. Rohit is a CFA Charterholder.

Rohit Kumar
Show filters
Some articles from this analyst are only available to Insights Pro clients.
Have an account? Log in
Latest articles from Rohit Kumar
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...
Tellimer Research Rohit Kumar
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...
Tellimer Research Rohit Kumar
Rohit Kumar @ Tellimer Research 3 July 2020
Flash Report / Brazil

WhatsApp Brazil's payments roll-out hits a regulatory roadblock

With parent Facebook facing a growing advertiser backlash, Whatsapp’s own business plans have also been dealt a severe setback. After experiencing protracted delays to its Indian payments plans (where it has c400mn customers), WhatsApp last week debu...
Tellimer Research Rahul Shah
Rahul Shah @ Tellimer Research 25 June 2020
Equity Analysis / Global

EM Banks: Funding fresh credit looks most challenging in these markets

Across the world, banks are being asked to take on much of the burden of easing the pain of Covid-19 lockdowns, by offering loan maturity extensions, interest holidays and cheaper credit. Borrowers with access to undrawn credit facilities may also ex...
Tellimer Research Rahul Shah
Rahul Shah @ Tellimer Research 22 June 2020
Macro Analysis / Global

Banks face headwinds from shaky emerging market government finances

Recent budget announcements (Kenya and Mauritius in Africa, Bangladesh and Pakistan in Asia) highlight the strain caused by Covid-19 lockdowns on emerging market finances. While government spending is increasing to lessen the economic hardship, incom...
Tellimer Research Rahul Shah
Rahul Shah @ Tellimer Research 19 June 2020
Global Themes / Brazil

WhatsApp Brazil’s digital payments launch changes the game in emerging markets

Facebook-owned WhatsApp’s launch of its payments app in Brazil brings a potentially powerful new entrant to the global digital payments scene, one with a 2.0bn ready-made active user base (and access to an aggregated 3.0bn users within the Facebook f...
Tellimer Research Rahul Shah
Rahul Shah @ Tellimer Research 17 June 2020

Filter by tags

Sub Sahara Africa
South Asia
Tellimer Research

Contact Rohit