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Rohit Kumar
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.
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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...
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
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...
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...
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...
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...
Rahul Shah @ Tellimer Research 17 June 2020
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© 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.