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South African Reserve Bank resists temptation to cut

Tellimer Research
Patrick Curran
Patrick Curran @ Tellimer Research 21 January 2021
South African Reserve Bank resists temptation to cut

Turkey central bank opts to wait and see

Patrick Curran 21 January 2021

Nigeria in 2021: Navigating murky waters

Janet Ogunkoya 21 January 2021

Debt sustainability index: Countries at the highest risk of debt distress

Patrick Curran 20 January 2021

Iraq election delay risks more protests

Hasnain Malik 20 January 2021
Latest articles in Stock Markets

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

Pakistan: 2021 Strategy – The New Year rally is sustainable

We expect GDP growth to outpace IMF/SBP’s projections.
Intermarket Securities Saad Ali
Saad Ali @ Intermarket Securities 22 January 2021
Pakistan: 2021 Strategy – The New Year rally is sustainable
Pakistan: 2021 Strategy – The New Year rally is sustainable

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

Turkey: Slightly negative market opening should be expected

CBRT kept the policy rate 17% yesterday. The statements were very strong, positive and likely to help regain of the confidence in the market. Today a slightly negative opening in the market can be expected in line with global markets.
ATA Invest Batuhan Ozsahin
Batuhan Ozsahin @ ATA Invest 22 January 2021

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