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Banking on inflation: The sectors best-placed for the new economic paradigm

Rising inflation will affect emerging market banks’ margins, growth outlooks and asset quality; FX pressure may rise
We think banks in Poland, Nigeria, Mexico and Kenya are better-positioned for this new world
Banks in Vietnam, Iceland, Hungary and Peru may struggle in the new environment

Rahul Shah

Head of Financials Equity Research @ Tellimer Research

22 November 2021

Published by

Tellimer Research

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This report is independent investment research as contemplated by COBS 12.2 of the FCA Handbook and is a research recommendation under COBS 12.4 of the FCA Handbook. Where it is not technically a research recommendation because the subject of the research is not listed on any European exchange, it has nevertheless been treated as a research recommendation to ensure consistent treatment of all Tellimer's research. This report has been produced by the analyst(s) named above (the "Analyst").

The Analyst certifies that the views and forecasts expressed in this report accurately reflect their personal views about the subject, securities, or issuers specified herein. In addition, the Analyst certifies that no part of their compensation was, is, or will be directly or indirectly related to the specific recommendations or views expressed in this report.

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