Tellimer Research Team

Tellimer Research Team
Hide filters Show filters
Latest articles from Tellimer Research Team

Tellimer's top picks: December 2021

Despite their transformative potential, EM digital payments shares have been struggling since February. e-finance is profitable, but its margins could come under pressure as competition intensifies. But MTN Group will retain a majority shareholding, ...
Tellimer Research Tellimer
Tellimer Research Team @ Tellimer Research 30 November 2021
Tellimer's top picks: December 2021
Tellimer's top picks: December 2021
Global Themes / Global

Global Investment Themes for 2022

2021 saw the drivers of the post-Covid world begin to emerge; successful new business models, shifting politics and changing patterns of investing. There are new opportunities favouring countries, companies and sectors with the adaptability to succee...
Tellimer Research Duncan
Duncan Wales @ Tellimer Research 22 November 2021
Global Investment Themes for 2022
Global Investment Themes for 2022

Tellimer's top picks: November 2021

Banks in Poland, Bangladesh and Pakistan to get the biggest profit boost as monetary policy tightens... Higher demand as Covid-19 lockdowns ease, allied to supply-chain issues, are driving up global inflation. Banks can be key beneficiaries of rising...
Tellimer Research Tellimer
Tellimer Research Team @ Tellimer Research 1 November 2021
Tellimer's top picks: November 2021
Tellimer's top picks: November 2021

Tellimer's top picks: October 2021

Dubai has liberalised its visa regime, falls under the UAE's Abraham Accords with Israel, has maintained a globally rare sense of normality during Covid in terms of outdoor activities and open schools, and is efficiently vaccinating its population. E...
Tellimer Research Tellimer
Tellimer Research Team @ Tellimer Research 30 September 2021
Tellimer's top picks: October 2021
Tellimer's top picks: October 2021

The most popular reports on Tellimer in Q2 2021

In the past five years alone, using the number of analyst ratings on the top 10 index constituent weights as a sample, we estimate sell-side equity research coverage of companies has fallen across developed, emerging and frontier markets by, respecti...
Tellimer Research Tellimer
Tellimer Research Team @ Tellimer Research 1 July 2021
The most popular reports on Tellimer in Q2 2021
The most popular reports on Tellimer in Q2 2021
Global Themes / Global

Global Investment Themes for 2021

It has been an incredibly strange year. In this edition of our annual global themes, our analysts scrutinise the opportunities and challenges the world faces in 2021, focusing on the key trends that will shape markets over the next year and beyond, a...
Tellimer Research Duncan
Duncan Wales @ Tellimer Research 24 November 2020
Global Investment Themes for 2021
Global Investment Themes for 2021

Filter by tags

Tellimer Research Team
Equity
Fixed Income - Corporate
Fixed Income - Sovereign
Spotlight
Macro-strategy
Fixed Income
Financials
Macro
Africa
Americas
Consumer Discretionary
Nigeria
Chile