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Nigeria in 2021: Navigating murky waters

Tellimer Research
Janet Ogunkoya
Janet Ogunkoya @ Tellimer Research 21 January 2021
Nigeria in 2021: Navigating murky waters

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

Passing the (nuclear) ball—the future of conflict under a Biden presidency

Paul Domjan 20 January 2021

Our 20 pandemic winners: Key takeaways

Rahul Shah 20 January 2021
Latest articles in Macro/Strategy

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

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

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

Following the release of our external liquidity scorecard last week, we have developed a debt sustainability index to provide a top-down look at which emerging and frontier markets are at the greatest risk of default. With 27 variables, we have divid...
Tellimer Research Patrick Curran
Patrick Curran @ Tellimer Research 20 January 2021
Debt sustainability index: Countries at the highest risk of debt distress
Debt sustainability index: Countries at the highest risk of debt distress

Iraq election delay risks more protests

The risk is that the election delay triggers a resumption of mass protests (and the use of force against those protestors by militia threatened by any change to the status quo of formal politics). Protests kicked off in October 2019 and one of the co...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 20 January 2021
Iraq election delay risks more protests
Iraq election delay risks more protests

Passing the (nuclear) ball—the future of conflict under a Biden presidency

What would you do the morning before being inaugurated as President or Vice-President of the United States? Or, in today’s terms, is not the result of a cyberattack on the nuclear launch facility. Shortly after Trump’s election, Gen John Hyten, then...
Tellimer Research Paul Domjan
Paul Domjan @ Tellimer Research 20 January 2021
Passing the (nuclear) ball—the future of conflict under a Biden presidency
Passing the (nuclear) ball—the future of conflict under a Biden presidency