Tellimer Research
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

Latest articles from Tellimer Research

Turkish lira stability could be short-lived if CBRT fails to reverse course

Today, Turkey's central (CBRT) held its one-week repo rate at 14%, in line with the expectations of all 20 analysts surveyed by Bloomberg. Further, it is unclear if the stability can be sustained without further CBRT intervention, with the Bank selli...
Tellimer Research Patrick
Patrick Curran @ Tellimer Research 20 January 2022
Turkish lira stability could be short-lived if CBRT fails to reverse course
Turkish lira stability could be short-lived if CBRT fails to reverse course

Sri Lanka: Busy week fails to improve repayment prospects

It has been a busy week for Sri Lanka, with its US$500mn eurobond successfully retired and President Rajapaksa opening the latest session of parliament and giving a speech on Sri Lanka’s economic outlook on Tuesday, and the CBSL hiking its policy rat...
Tellimer Research Patrick
Patrick Curran @ Tellimer Research 20 January 2022
Sri Lanka: Busy week fails to improve repayment prospects
Sri Lanka: Busy week fails to improve repayment prospects

Kenya blackouts plague economy, despite renewables progress

Kenya is a global leader in renewable energy, generating c92% of its electricity from renewable sources, according to the Kenya National Bureau of Statistics. This would be the third blackout in four years. The distributor's declining profitability h...
Tellimer Research Faith
Faith Mwangi @ Tellimer Research 20 January 2022
Kenya blackouts plague economy, despite renewables progress
Kenya blackouts plague economy, despite renewables progress

Brazil: Lula courts centrists and cuts risk of radical shift left

The opinion poll lead of former leftist President Lula over incumbent rightist Bolsonaro is back to 20 percentage points in second-round voting scenarios for this October's election. This public statement follows Lula's meeting with centrist former P...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 20 January 2022
Brazil: Lula courts centrists and cuts risk of radical shift left
Brazil: Lula courts centrists and cuts risk of radical shift left

North Korea: What to make of its recent missile tests

North Korea (DPRK) has started the year with a bang, quite literally, carrying out its fourth round of missile tests this year on Monday. However, quite how the North sees antagonising the South through a succession of missile tests as helping its bi...
Tellimer Research Stuart
Stuart Culverhouse @ Tellimer Research 19 January 2022
North Korea: What to make of its recent missile tests
North Korea: What to make of its recent missile tests

Arion Bank: A strong end to a stellar year

The shares are trading at 11.3x 2021 earnings and 1.6x book value. We project 15% top-line growth in 2021. The cost/income ratio has now remained below the firm’s 45% medium-term target for several quarters. Arion Bank’s proactive provisioning approa...
Tellimer Research Rahul
Rahul Shah @ Tellimer Research 19 January 2022
Arion Bank: A strong end to a stellar year
Arion Bank: A strong end to a stellar year