Tellimer Research Team

We present five of our best current calls across economies, sectors, stocks and bonds for March. This month's picks: Dubai and Taiwan equities; Buy El Salvador 50s and Eskom 25s, Sell South Africa 25s. We also highlight the still attractive valuation...

We present five of our best current calls across economies, sectors, stocks and bonds for February. This month's picks: Chile and Vietnam equities, Buy Tajikistan and Nigeria bonds. We also identify five countries as being at most risk of default: El...

We present five of our best current calls across economies, sectors, stocks and bonds for January. This month's picks: China equities, Buy Nigeria and Ghana bonds; deep value in Ebang, I-Mab, LianBio, Pagaya, REE. We also have high conviction that gl...

We have assembled a list of books and podcasts that changed how the team at Tellimer look at the world. From the 'Big Cycle' dynamics that drive the fortunes of nations to a 1930s thriller, we hope you enjoy our selection. We wish all our readers a h...

We present five of our best current calls across economies, sectors, stocks and bonds for December. This month's picks: China and Hungary equities, Buy Egypt and Mozambique bonds. We have high conviction that EM football franchises will benefit from....

The global economy and markets have been buffeted by a series of crises this year. We assess the most fundamental trends and their potential impact on markets and investors in 2023, as the world recovers. Battles against inflation and recession, stru...