Tellimer Research Team

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, ...

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...

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...

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...

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...

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...