Events

Join Tellimer and KCB as we discuss the latest investment trends in and the economic outlook in 2025 for Kenya.

Trump just announced his intention to end licenses to oil companies operating in Venezuela, including Chevron. This comes as a surprise after his envoy to the country, Richard Grenell, met with Nicolás Maduro to agree on a deportations deal. With these conflicting signals, what can we expect on US-Venezuela relations for the next four years?

Sri Lanka’s restructuring of $12.55 billion in international bond debt is set to launch a series of new, untested instruments focused on governance and economic growth. Some observers have gone as far as to say that the instruments are some of the most complex ever arranged for a restructuring. Join Verite Research and Tellimer as we explore these instruments and what they mean for Sri Lanka’s economy.

Join Tellimer Senior Economist Patrick Curran to discuss Nigeria's 2025 macro outlook and unpack Tellimer's constructive view on Nigerian eurobonds and money market instruments

With the end of the Russia-Ukraine conflict appearing to be getting closer join Tellimer’s Chief Economist Stuart Culverhouse and Peter Dickinson, Editor at the Atlantic Council UkraineAlert, as they assess Trump’s peace plan and look forward to what happens next.

Join Tellimer as we breakdown the results and potential impacts of the first round of the Ecuadorian Presidential Election.

Join Tellimer and ETM as we discuss Mozambique’s post-election political outlook, recent economic developments, and the authorities’ debt restructuring talk.

Pakistan’s economy has stabilized and policymakers are now looking to transition to sustainable growth. Top-down conditions appear conducive to achieve this aim. If intended reforms come through, Pakistan equities can deliver strong returns across 2025.

Tellimer’s team of sovereign debt analysts review the year in EM, look forward to 2025, and give their top picks for the year ahead across LATAM, CEEMEA and Asia. This will be followed by open Q&A among our clients and the team.

Hasnain Malik shares his global EM equity strategy views for the coming year. In a world with Trump back at the helm of the US, China committed to but struggling to reflate, low commodity prices (for now), and large scale wars in Eastern Europe and the Middle East, which markets look most attractive at current valuations?

In the midst of Presidential changes in the country and its largest partner, the U.S., Mexico remains solidly positioned to capture further investment. Beyond the external macroeconomic tailwinds that we cover in our Macro Outlook (11/18), local factors such as the increase in salaries and rising remittances could benefit some sectors, while some companies also benefit from recent FX trends given their geographical diversification and cost structure. Mexican equities have been trading at deep discounts vs. historical levels and international peers, yet we see more meaningful upside potential in a few names that have a series of internal and external tailwinds ahead.

Since Venezuela’s own contested vote in July, Stuart Culverhouse @ Tellimer Research and Elias Ferrer @ Orinoco Research give context to what’s happening on the ground, as well as what’s next with a new US president and how the Venezuelan bonds are being impacted.

Mexico is experiencing a period of historic transformation. With the first female president in office and Donald Trump serving a second term, the United States is at a crossroads, with unprecedented challenges and opportunities. In the middle of the trade war between the United States and China, Mexico emerges as a vital ally for North America's efforts to maintain global competitiveness. This key position promises to further fuel the foreign investment trend that is already redrawing the country’s industrial map, with the construction of industrial parks and infrastructure improvements. At the same time, challenges associated to the rule of law, low growth and rising populism, creates structural challenges. In this context, we will discuss FX and fixed income expectations.

In this session, our economists will be reviewing the key takeaways from October's Africa and Asia IMF meetings.

In this session, our economists will be reviewing the key takeaways from October's LatAm IMF meetings.

In this session, our economists will be reviewing the key takeaways from October's CEE/CIS IMF meetings.

Tellimer returns to the IMF to host our Annual meetings with mission chiefs and country representatives.

Join Colombo-based Frontier Research and Tellimer's Patrick Curran as they dive into the future outlook for Sri Lanka following its pivotal presidential election. The discussion will explore the key political and economic challenges ahead, with a potential timeline for the completion of external debt restructuring.

Brazil saw two decades of solid growth after the end of hyperinflation in 1994 with the introduction of the Real, but growth has slowed over the past decade despite a post-Covid bounce. This webinar examines the underlying causes, focusing on the high State share of the economy, characterized by high taxes, high real interest rates, and low investment.