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 from Tellimer Research

Weekend Reading / United States of America

Abortion rights in Emerging Markets and what it means for ESG

We analyse data on abortion rights and incidence in emerging markets following the overturning of Roe v. Wade in the US. India and Taiwan are among the most liberal; Middle East generally most restrictive; wide variety in Africa, Asia, LatAm. The abo...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 2 July 2022
Abortion rights in Emerging Markets and what it means for ESG
Abortion rights in Emerging Markets and what it means for ESG

Sri Lanka's restructuring is off to a rocky start

Amid the ongoing market rout and a worsening economic crisis at home, Sri Lanka’s eurobonds have continued to plummet to below 33 cents on the dollar, excluding the 22s, 25s, 26s (more on this later). We maintain our Hold recommendation for Sri Lanka...
Tellimer Research Patrick
Patrick Curran @ Tellimer Research 1 July 2022
Sri Lanka's restructuring is off to a rocky start
Sri Lanka's restructuring is off to a rocky start

The profitability of emerging markets fintechs

The ‘growth at any cost’ approach that some fintechs have taken is now likely a thing of the past, as access to funding becomes tougher. Our survey also points to the importance of scale; larger fintechs tend to be more profitable than their smaller ...
Tellimer Research Rohit
Rohit Kumar @ Tellimer Research 1 July 2022
The profitability of emerging markets fintechs
The profitability of emerging markets fintechs
West Africa in Focus / Global

Higher costs for bakers raise the temperature in Nigeria and Ghana

Meanwhile, Senegal offers a ray of sunshine as the IMF approves the release of US$216mn of special drawing rights to help cushion the country from impact of the Russia-Ukraine war. This will supposedly be achieved by improving security at oil and gas...
Tellimer Research Ayobami
Ayobami Omole @ Tellimer Research 30 June 2022
Higher costs for bakers raise the temperature in Nigeria and Ghana
Higher costs for bakers raise the temperature in Nigeria and Ghana

Emerging-Frontier Equity Monthly – June: US recession fear, China reopening hope

At the market close on 29 June, MSCI DM was down 7% month to date, EM fared better at down 4%, and less liquid FM was down 5%. Valuation across most of the EM and FM spectrum appears to reflect a lot of distress already; both indices are on c20% disc...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 30 June 2022
Emerging-Frontier Equity Monthly – June: US recession fear, China reopening hope
Emerging-Frontier Equity Monthly – June: US recession fear, China reopening hope

Tellimer's top picks: July 2022

Nigerian bonds have sold off sharply this year, with the spread on the Bloomberg EM Sovereign Nigeria Index rising by 327bps ytd through 17 June versus a 105bps rise in the Aggregate Index. Nigeria’s sell-off has been surpassed only by those of Tunis...
Tellimer Research Tellimer
Tellimer Research Team @ Tellimer Research 30 June 2022
Tellimer's top picks: July 2022
Tellimer's top picks: July 2022