Tellimer Research

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...

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...

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...

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...

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...

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...