Tellimer Research
Tellimer Research

Tellimer Research

Coverage: Europe/CIS, MENA, LatAm, Asia, Sub Sahara Africa
World-class macroeconomic, stock & debt market insights from Tellimer's global team of emerging markets analysts.
Location: London, Dubai, Lagos, Nairobi
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Latest articles from Tellimer Research

Ready to go: Introducing Tellimer's Readiness for Reopening Index

This week, I received an email offering me the chance to win an Airbnb gift card in return for filling out a survey. This sets the stage for a broad, and sustained, reopening, provided that foolish rejection of the Oxford-AstraZeneca and Johnson & Jo...
Tellimer Research Paul
Paul Domjan @ Tellimer Research 17 April 2021
Ready to go: Introducing Tellimer's Readiness for Reopening Index
Ready to go: Introducing Tellimer's Readiness for Reopening Index

Ukraine: What lies behind the Russian escalation

Recent weeks have seen a build-up of Russian military forces on Ukraine’s borders and in illegally occupied Crimea, with not only an escalation of tensions and rhetoric, but also an increase in fighting and fatalities, on both sides. What lies behind...
Tellimer Research Stuart
Stuart Culverhouse @ Tellimer Research 16 April 2021
Ukraine: What lies behind the Russian escalation
Ukraine: What lies behind the Russian escalation

Cryptocurrency moves further mainstream; emerging markets could benefit most

A fierce debate has been waging for many years as to whether cryptocurrency qualifies as an investment. However, based on its opening day of trading, one characteristic Coinbase seems to share with cryptocurrencies is high price volatility. Nigeria i...
Tellimer Research Rahul
Rahul Shah @ Tellimer Research 16 April 2021
Cryptocurrency moves further mainstream; emerging markets could benefit most
Cryptocurrency moves further mainstream; emerging markets could benefit most

Three issues with the Grab SPAC deal the market is ignoring

The build-up to the Grab SPAC deal with Altimeter has been frenetic and the market seems to be blind to a certain reality once the announcement was made. Accordingly, Tan would control 60% of the voting shares after the merger with Altimeter. There a...
Tellimer Research Nirgunan
Nirgunan Tiruchelvam @ Tellimer Research 16 April 2021
Three issues with the Grab SPAC deal the market is ignoring
Three issues with the Grab SPAC deal the market is ignoring

Turkey: New central bank governor stays course, for now; upgrade debt ratings

The CBRT held the one-week repo rate at 19% today, in line with the forecast of all but two of the 25 economists surveyed by Bloomberg. As long as rollover rates stay near unity, then Turkey will be able to weather the crisis, but a hard stop in fina...
Tellimer Research Patrick
Patrick Curran @ Tellimer Research 15 April 2021
Turkey: New central bank governor stays course, for now; upgrade debt ratings
Turkey: New central bank governor stays course, for now; upgrade debt ratings

US withdrawal from Afghanistan will leave neighbours wary: 5 charts to explain

US withdrawal suits Pakistan more than India... In the short term, the desire for an orderly troop withdrawal will align US interests with those of Pakistan (to exert restraint on the Taliban) and the subsequent shift of the balance of power in favou...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 14 April 2021
US withdrawal from Afghanistan will leave neighbours wary: 5 charts to explain
US withdrawal from Afghanistan will leave neighbours wary: 5 charts to explain