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

6 best emerging market companies to play the blockchain theme

In this note we highlight 6 listed emerging market companies — Alibaba, Baidu, Infosys, Tanla Platforms, Tata Consultancy Services and Tencent — that are aggressively deploying blockchain technology to achieve real-world use-cases. Baidu operates a B...
Tellimer Research Rohit Kumar
Rohit Kumar @ Tellimer Research 23 February 2021
6 best emerging market companies to play the blockchain theme
6 best emerging market companies to play the blockchain theme

How profitable are emerging market fintechs?

Based on our survey, 43% of fintechs are profitable. A further 26% expect to become profitable within a year. Breaking our results down by activity, the insurtech and investech sectors have the largest proportion of currently profitable companies (c6...
Tellimer Research Rahul Shah
Rahul Shah @ Tellimer Research 22 February 2021
How profitable are emerging market fintechs?
How profitable are emerging market fintechs?

Fintechs vs incumbents: the key strategic differences

This report, part of our series on the risks and opportunities in the emerging markets fintech space, focuses on key differentiating factors between fintechs and incumbents. However, we think it is only a matter of time before they do. According to c...
Tellimer Research Rohit Kumar
Rohit Kumar @ Tellimer Research 18 February 2021
Fintechs vs incumbents: the key strategic differences
Fintechs vs incumbents: the key strategic differences

How emerging market banks, telcos and tech firms see their industries changing

Most (62%) incumbents think that their industries will be bigger in three years’ time; just 2% foresee shrinkage. Only 8% expect more fragmentation. Executives in the technology sector are most pessimistic about the prospects of tighter regulation. L...
Tellimer Research Rahul Shah
Rahul Shah @ Tellimer Research 15 February 2021
How emerging market banks, telcos and tech firms see their industries changing
How emerging market banks, telcos and tech firms see their industries changing

How banks and telcos are tackling the growing fintech threat

Incumbents seem somewhat complacent about the fintech threat; 80% think fintechs represent a mild or no threat to their businesses. Technology investment, better analysis of data and lowering product prices are popular steps for financial sector incu...
Tellimer Research Rahul Shah
Rahul Shah @ Tellimer Research 10 February 2021
How banks and telcos are tackling the growing fintech threat
How banks and telcos are tackling the growing fintech threat

China fintech success under threat; why investors' best days may be behind them

China comfortably qualifies as a fintech powerhouse. This data suggests investors in the biggest Chinese fintechs have enjoyed outsized returns, given that funding and deal flow in the country has typically averaged just 7% of the global total, accor...
Tellimer Research Rahul Shah
Rahul Shah @ Tellimer Research 9 February 2021
China fintech success under threat; why investors' best days may be behind them
China fintech success under threat; why investors' best days may be behind them

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