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
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Latest articles from Rohit Kumar

How to mitigate the regulatory risks of US-listed Chinese firms

Bloomberg reports that Beijing is likely to impose more severe sanctions on Chinese ride-hailing giant Didi than it did on Alibaba, which was hit by a US$2.8bn fine. For this latter group of investors, we have compiled lists of alternative investment...
Tellimer Research Rahul
Rahul Shah @ Tellimer Research 22 July 2021
How to mitigate the regulatory risks of US-listed Chinese firms
How to mitigate the regulatory risks of US-listed Chinese firms

Pakistan credit penetration is low and getting worse; can fintech change this?

In this report we explain what is driving this low credit penetration, what steps the authorities have recently taken to tackle this issue, and the potential impact of fintechs. This has led to the overall loans/deposits ratio of banks coming down fr...
Tellimer Research Rohit
Rohit Kumar @ Tellimer Research 21 July 2021
Pakistan credit penetration is low and getting worse; can fintech change this?
Pakistan credit penetration is low and getting worse; can fintech change this?

5 of the fastest growing EM banks; lessons for the industry

An emphasis on digital business models is allowing these franchises to efficiently service their fast-growing client bases. Cross-selling additional products is an effective way to improve the return on customer-acquisition costs. Gojek took a 22% st...
Tellimer Research Rahul
Rahul Shah @ Tellimer Research 18 July 2021
5 of the fastest growing EM banks; lessons for the industry
5 of the fastest growing EM banks; lessons for the industry

Pakistan investment fintechs have great potential, but challenges too

Pakistan’s investment industry is deeply underpenetrated. There is scope for more investechs in Pakistan. This is similar to what we have seen in other markets; for example, Ant Group, the world’s largest fintech, started as a payments platform (Alip...
Tellimer Research Rohit
Rohit Kumar @ Tellimer Research 16 July 2021
Pakistan investment fintechs have great potential, but challenges too
Pakistan investment fintechs have great potential, but challenges too

US-listed Chinese firms are getting squeezed: We pick out some EM alternatives

Under the USA’s Holding Foreign Companies Accountable (HCFA) Act, passed last December and effective as of April, US-listed foreign firms must establish that they are not owned or controlled by foreign governments, and must disclose details of their ...
Tellimer Research Rahul
Rahul Shah @ Tellimer Research 13 July 2021
US-listed Chinese firms are getting squeezed: We pick out some EM alternatives
US-listed Chinese firms are getting squeezed: We pick out some EM alternatives

Key factors for fintech success in Vietnam

Vietnam is a promising market for fintechs given its combination of low financial inclusion (the country ranks at the top of our fintech financial inclusion scorecard) and high tech sophistication. Fintechs are actively looking for ways to mitigate t...
Tellimer Research Rahul
Rahul Shah @ Tellimer Research 2 July 2021
Key factors for fintech success in Vietnam
Key factors for fintech success in Vietnam

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Rohit Kumar
Rahul Shah
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2020