Strategy Note /
Global

Tellimer's top picks: July 2022

  • We present five of our best current calls across economies, sectors, stocks and bonds for July

  • This month's picks: Thailand tourism, Buy Nigeria bonds, Sell Colombia's dollar bonds, Sell Indonesian tech firm GoTo

  • We also caution that banks in India, Colombia and Hungary are most vulnerable to rising inflation

Tellimer's top picks: July 2022
Tellimer Research
30 June 2022
Published byTellimer Research

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