Tellimer Research
Tellimer Research

Tellimer Research

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

Macro Analysis / Zambia

Zambia: Investor presentation kicks off ambitious restructuring timeline

Zambia’s Ministry of Finance, and its advisers (White & Case and Lazard), held an investor presentation earlier today via webcast following last Tuesday’s consent solicitation (see here). The government has also asked that accumulated arrears be incl...
Tellimer Research Patrick Curran
Patrick Curran @ Tellimer Research 29 September 2020
Zambia: Investor presentation kicks off ambitious restructuring timeline
Zambia: Investor presentation kicks off ambitious restructuring timeline
Strategy Note / Kuwait

Kuwait’s crown passes to 83-year-old successor amid fiscal challenges

Immediate succession is smooth but appointment of next Crown Prince requires......Balancing rival branches of the royal family and obtaining approval from obstructionist Parliament. Ahead are high fiscal deficits, scheduled election and end of EM ind...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 29 September 2020
Kuwait’s crown passes to 83-year-old successor amid fiscal challenges
Kuwait’s crown passes to 83-year-old successor amid fiscal challenges
Strategy Note / Global

Turkey can't avoid conflict and can't afford war

Investors, probably using other news sources, have also taken note: the Turkish Lira is down 2.6% and the Russian Ruble is down 1.9% since the spike in hostilities on 27 September. But part of this change has been driven by an inevitable return to mo...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 29 September 2020
Turkey can't avoid conflict and can't afford war
Turkey can't avoid conflict and can't afford war
Macro Analysis / Lebanon

Lebanon back to square one as prime minister resigns

Prime Minister-designate Mustapha Adib stepped down on Saturday after failing to form a cabinet, saying that efforts to form a non-partisan government were "bound to fail" and expressing his "sincerest apologies to the Lebanese people". President Mic...
Tellimer Research Patrick Curran
Patrick Curran @ Tellimer Research 28 September 2020
Lebanon: Back to square one as prime minister resigns
Lebanon: Back to square one as prime minister resigns
Strategy Note / Global

Emerging-Frontier Equity Monthly, September: EM Tech and FM outperform

Covid-19continues to oscillate between a source of gloom (new waves of infections even in those countries previously successful in their control of it, lasting economic damage to traditional businesses) and one of optimism (partial control of infecti...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 27 September 2020
Emerging-Frontier Equity Monthly, September: EM Tech and FM outperform
Emerging-Frontier Equity Monthly, September: EM Tech and FM outperform
Weekend Reading / Global

Offshoring to accelerate post-Covid: Our new index shows the EMs set to benefit

Prior to the recent resurgence in Covid-19 infections, banks were busily making announcements about bringing staff back to the office. Indeed, the experience of widespread working from home just accelerates the pre-Covid trend towards opening offices...
Tellimer Research Paul Domjan
Paul Domjan @ Tellimer Research 26 September 2020
Offshoring to accelerate post-Covid: Our new index shows the EMs set to benefit
Offshoring to accelerate post-Covid: Our new index shows the EMs set to benefit