Tellimer Research Team

Tellimer Research Team
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Tellimer's top picks: July 2022

Nigerian bonds have sold off sharply this year, with the spread on the Bloomberg EM Sovereign Nigeria Index rising by 327bps ytd through 17 June versus a 105bps rise in the Aggregate Index. Nigeria’s sell-off has been surpassed only by those of Tunis...
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Tellimer Research Team @ Tellimer Research 30 June 2022
Tellimer's top picks: July 2022
Tellimer's top picks: July 2022

Tellimer's top picks: June 2022

The pain of listed equity investors has dominated recent headlines, but those exposed to less liquid private equity assets will soon find that they are also in the same boat. The result is that start-up companies are likely to switch from growth to c...
Tellimer Research Tellimer
Tellimer Research Team @ Tellimer Research 31 May 2022
Tellimer's top picks: June 2022
Tellimer's top picks: June 2022

Tellimer's top picks: May 2022

We initiated coverage on GoTo in the past week, with a Sell recommendation. The ASEAN tech company is headquartered in Indonesia and is the product of the merger between Gojek and Tokopedia in 2021. We think the stock is overvalued. GoTo is a cash-bu...
Tellimer Research Tellimer
Tellimer Research Team @ Tellimer Research 1 May 2022
Tellimer's top picks: May 2022
Tellimer's top picks: May 2022

Tellimer's top picks: April 2022

We think the IMF’s Article IV (published 25 March) confirmsour earlier view that a debt restructuring is necessary even if Sri Lanka secures an IMF programme, as it will be unable to credibly place debt on a sustainable path without restructuring (an...
Tellimer Research Tellimer
Tellimer Research Team @ Tellimer Research 31 March 2022
Tellimer's top picks: April 2022
Tellimer's top picks: April 2022

Tellimer's top picks: March 2022

Brazil equities have outperformed large emerging market peers year-to-date. GTCO has one of the most attractive funding mixes in our coverage, (CASA at 85%), which should limit the expected pressure on funding costs from the CBN's CRR debits. Meanwhi...
Tellimer Research Tellimer
Tellimer Research Team @ Tellimer Research 28 February 2022
Tellimer's top picks: March 2022
Tellimer's top picks: March 2022
Flash Report / Global

Russia launches military invasion of Ukraine

The situation in Ukraine has escalated dramatically this morning, with Vladimir Putin ordering military operations in Ukraine and reports of attacks on military targets. Putin has stated this morning that Russia doesn't plan to occupy Ukraine, but eq...
Tellimer Research Tellimer
Tellimer Research Team @ Tellimer Research 24 February 2022
Russia launches military invasion of Ukraine
Russia launches military invasion of Ukraine

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