Tellimer Research

Tellimer Research

Coverage: Sub Sahara Africa, Europe/CIS, MENA, Asia, LatAm
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

Sovereign Analysis / Ukraine

Ukraine: Central bank independence under threat

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...
Tellimer Research Stuart Culverhouse
Stuart Culverhouse @ Tellimer Research 13 July 2020
Strategy Note / Global

China challengers in manufacturing with low cost labour (in one chart)

Related readingChina manufacturing is irreplaceable but India and other Asians can win shareChina devaluation another US-China friction and a risk for rival exporters
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 13 July 2020
Weekend Reading / Global

Wirecard saga: EMs don’t have a monopoly on risk, corruption and poor oversight

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...
Tellimer Research Paul Domjan
Paul Domjan @ Tellimer Research 11 July 2020
Sovereign Analysis / Lebanon

Lebanon: At the precipice as leaders pass the buck

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...
Tellimer Research Patrick Curran
Patrick Curran @ Tellimer Research 9 July 2020
Strategy Note / Global

Emerging and Frontier: Way behind Developed on Buffet Indicator (in one chart)

Related reading7 reasons to consider investing in small EM and FrontierChasing technology's tail: EM equity strategy overview
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 9 July 2020
Strategy Note / Global

Wider Europe equity strategy: Kazakhstan worthy outperformer

“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...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 9 July 2020