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Flash Report / Nigeria

Nigeria unexpectedly cuts rate; decision unlikely to move yields in the market

The Central Bank of Nigeria (CBN) unexpectedly cut its benchmark lending rate on Thursday to 12.5% from 13.5%, to stimulate growth following the downturn brought on by the coronavirus pandemic and sharp falls in crude oil prices. This rate cut takes...
Tellimer Research Nkemdilim Nwadialor
Nkemdilim Nwadialor @ Tellimer Research 29 May 2020
Nigeria unexpectedly cuts rate; decision unlikely to move yields in the market
Flash Report / Suriname

Suriname: Implications of an opposition election victory

General elections were held in Suriname on Monday with early results pointing to a win for the opposition. Final results have still to be published by the election council, and counting has been slow and subject to delays. Yesterday, according to Blo...
Tellimer Research Stuart Culverhouse
Stuart Culverhouse @ Tellimer Research 29 May 2020
Suriname: Implications of an opposition election victory
Equity Analysis / Vietnam

Vietnam Energy: As demand soars, solar can shine with the right policies

Vietnam has issued a new policy to promote the development of solar power projects, commonly known as Decision 13, effective 22 May 2020. While this ends ten months of policy uncertainty, the new feed-in tariffs (FiTs) will only be able to...
Tellimer Research Vahaj Ahmed
Vahaj Ahmed @ Tellimer Research 28 May 2020
Vietnam Energy: As demand soars, solar can shine with the right policies
Macro Analysis / Global

IMF emergency financing tracker: Where are Angola, Belize, Suriname and Zambia?

Our updated tracker* captures 76 countries that we know of so far that have either sought, or are seeking, emergency help from the IMF or have made drawings under their existing arrangements, or are seeking new ones, in response to the Covid-19 pande...
Tellimer Research Stuart Culverhouse
Stuart Culverhouse @ Tellimer Research 27 May 2020
IMF emergency financing tracker: Where are Angola, Belize, Suriname and Zambia?
Macro Analysis / Global

Russia Macro Insights: Revising down GDP forecast on weak April retail trade

Retail trade dropped 23.4% y/y in April, well below the 18% y/y market consensus: Retail trade dropped by 23.4% y/y in April, well below our 15% y/y expectation and the 18% y/y consensus forecast. This figure was also worse than the 20.5% y/y decline...
Alfa Natalia Orlova
Natalia Orlova @ Alfa 27 May 2020
Russia Macro Insights: Revising down GDP forecast on weak April retail trade
Strategy Note / Global

China devaluation another US-China friction and a risk for rival exporters

China's fixed Renminbi rate has depreciated 0.7% in the last month, 2.6% ytd, 3.3% in the last year, 8% in the last 5 years.Related readingGeopolitics after Covid-19: US-China cold war, fragmented EU and GCCChina and Hong Kong: 'One country,...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 26 May 2020
China devaluation another US-China friction and a risk for rival exporters