Tellimer Research
Tellimer Research

Tellimer Research

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

Digital insurance: a niche fintech segment with plenty of growth potential

Insurtech is a relatively underdeveloped segment within the fintech mix, accounting for just 7% of all fintech firms (ranging from 11% of the fintech universe in India to just 5% in Mexico). Market dynamics and distribution capacity are the majorgrow...
Tellimer Research Rahul Shah
Rahul Shah @ Tellimer Research 22 January 2021
Digital insurance: A niche fintech segment with plenty of growth potential
Digital insurance: A niche fintech segment with plenty of growth potential

SPAC mania drives up valuations in Asia

Special purpose acquisition companies – or SPACs – are all the rage. Softbank also filed to launch a US$525mn SPAC. The SPAC Index on Bloomberg has risen 67% since its inception in August 2020. They raise funding through an IPO. They have a long hist...
Tellimer Research Nirgunan Tiruchelvam
Nirgunan Tiruchelvam @ Tellimer Research 22 January 2021
SPAC mania drives up valuations in Asia
SPAC mania drives up valuations in Asia

South Africa resists temptation to cut rates

Today, theSARB’s Monetary Policy Committee (MPC)opted to hold rates at 3.5%, with three members voting to hold versus two who preferred a 25bps cut (the same split as the last meeting on 19 November). The government has initiated another "Level 3" lo...
Tellimer Research Patrick Curran
Patrick Curran @ Tellimer Research 21 January 2021
South African Reserve Bank resists temptation to cut
South African Reserve Bank resists temptation to cut

Turkey central bank opts to wait and see

Today the CBRT’s Monetary Policy Committee (MPC) opted to hold its one-week repo rate at 17%, in line with Bloomberg consensus. After such aggressive action at the last two MPC meetings (see here and here), we think the reaction is appropriate. Turke...
Tellimer Research Patrick Curran
Patrick Curran @ Tellimer Research 21 January 2021
Turkey central bank opts to wait and see
Turkey central bank opts to wait and see

Sudan: Debt relief has never looked closer

There is now real momentum in the international community towards normalising Sudan’s relationship with the West, and the ultimate prize of securing heavily indebted poor countries (HIPC) debt relief, two years after the ousting of long-time ruler Pr...
Tellimer Research Stuart Culverhouse
Stuart Culverhouse @ Tellimer Research 21 January 2021
Sudan: HIPC debt relief to offer upside on defaulted paper
Sudan: HIPC debt relief to offer upside on defaulted paper

Nigeria in 2021: Navigating murky waters

Nigeria’s economy, like the rest of the world, has had to struggle through the impact of COVID 19. At the centre of Nigeria’s economic challenges is FX. While investors’ outstanding backlogs have dropped from US$2bn in August to US$600-800mn in Decem...
Tellimer Research Janet Ogunkoya
Janet Ogunkoya @ Tellimer Research 21 January 2021
Nigeria in 2021: Navigating murky waters
Nigeria in 2021: Navigating murky waters