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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 from Rohit Kumar
Inflationbusters! The EM stocks with positive real dividend yields
As interest rates and inflation rise, investors are flocking to high-quality dividend income stories such as UAE's Salik. We look at the best-yielding EM shares: China and commodities plays feature heavily; tech/health care noticeably absent. Stocks....
Rahul Shah @ Tellimer Research 23 September 2022
The UAE Salik IPO – priced to go? 12 things investors should know
UAE toll road operator Salik will list at AED2 per share, with the Government of Dubai to selling a 20% stake. Salik is very profitable; the historical EBITDA margin is 82% but this falls to 67% after adjusting for concession fees. A 100% payout rati...
Rahul Shah @ Tellimer Research 15 September 2022
The ultimate guide to China fintech in 2022
China’s fintech ecosystem differs from those in other emerging markets in its scale, diversity and bias to blockchain. Success factors: innovation, distribution, user-friendliness. Strategy focus: new products/customer segments, efficiency. Funding i...
Rahul Shah @ Tellimer Research 6 September 2022
Payments fintechs: The costs and benefits of diversifying into lending
Payments fintechs have been growing rapidly and building large customer bases, but are often barely profitable. Diversification into lending activities can substantially lift revenue margins but also opens up fintechs to credit risk. Brazil’s StoneCo...
Rohit Kumar @ Tellimer Research 31 August 2022
Mobile money: bKash moves into profit as scale and strategic shift pay dividends
Bangladesh’s leading mobile money platform, bKash, posted a quarterly pre-tax profit for the first time in over 3 years. Investment to acquire merchants and boost e-wallet use has depressed profitability but the long-term strategy is sound. Digital p...
Rahul Shah @ Tellimer Research 19 August 2022
Earned Wage Access platforms should thrive despite macro challenges
The demand for Earned Wage Access (EWA) platforms is likely to increase as high inflation hits consumer purchasing power. EWA platforms allow workers to access their wages before scheduled payday at affordable costs. Superior risk management capabili...
Rohit Kumar @ Tellimer Research 17 August 2022
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