Tellimer Research

We think the situation at the National Bank of Ukraine (NBU) is serious. The circumstances around the recent resignation of Ukraine’s central bank governor Yakiv Smolii on 1 July, together with other events, reveal a growing threat to the independenc...

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For the past two decades, I have been on a mission to convince investors that they should invest in responsible EMs and not assume that the fact that a country is developed means that it is low risk. Suffice to say, it has been an uphill battle. I’ve...

Since officially entering default on 23 March (after announcing on 8 March the intention to not pay the 9 March maturity), Lebanon’s economic and political crisis has spiralled out of control. While protests died down in March amid a Covid-related lo...

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“Wider Europe” refers to a geographically disparate collection of countries (stretching from Eastern Europe and former CIS, to Turkey, and to Iceland). All have significant trading links to the EU (but this is also the case for Morocco and Tunisia in...