Events

Romania is at a critical juncture as it seeks to rectify its fiscal deficit in line with the commitments made in the context of the excessive deficit procedure, a process closely monitored by credit rating agencies and financial markets. Join us for a Q&A with representatives from the European Commission for Romania and our CEE/CIS economist, Henry Burdon. The discussion will focus on Romania’s latest economic and political developments with respect to the Commission’s latest recommendation issued on 4 June, and what they mean for Romania’s outlook for EU funding.

Joint Tellimer CEE/CIS economist Henry Burdon and Client Success Manager Maria-Jose Alvarez as they explore how analysts can get the most from the Tellimer Platform whilst exploring its brand-new features.

Join Tellimer's LatAm Economist, Geronimo Mansutti, and IMF Mission Chief, Emilio William Fernandez Corugedo as the discuss the latest from the Dominican Republic following the IMF Spring Meetings.

Join Tellimer and UCB as we discuss the current macro-economic and corporate outlook in Bangladesh.

Join Tellimer's economists as they discuss their key takeaways from the IMF Spring Meetings.

Tellimer at the IMF Spring Meetings 2025.

Join Bond Radar to discuss our Q1 2025 ESG Bond Review with a specific focus on Emerging Markets and the growing adaptation financing gap. With headwinds seemingly growing stronger, we will discuss the solutions bond markets can offer to developing nations.

Senegal has been the subject of uncertainty over the past year from the 2024 president and parliamentary elections, suspension of its IMF programme and more recently, the audit of the government's finances. With the auditor's report confirming what many had feared, stakeholder attention is now shifted to what to expect over the next 12 months from the Faye administration, economic performance, a new IMF programme and bond valuations. Join Tellimer and BancTrust as we discuss the potential next steps.

Join Tellimer and Sekoia Agente de Valores as we discuss President Milei's effect on Argentina's Macro Economy and Markets. With the mid-terms looming, President Javier Milei's approval ratings remain strong and an executive decree for the IMF agreement has just been announced, but are there economic clouds on the horizon?

Join Adrian Kowollik from East Value Research as he discusses the current political and economic situation in Poland and Romania plus some investment ideas for 2025.

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.

Colombo-based Frontier Research and Tellimer's Patrick Curran unpack the potential outcomes of Sri Lanka's upcoming Presidential election and the political context, fiscal space, and the short and long term outlook for the country.

Join us to explore Nigeria's continued economic growth in H1 2024, driven by a recovering oil sector and strong financial services. Despite challenges like tight monetary policies and inflation, the outlook remains positive.

After the resignation of Sheikh Hasina, the unrivalled prime minister of Bangladesh for 15 years, join Tellimer's Emerging and Frontier Markets Strategist, Hasnain Malik and Md. Hasib Reza, Head of Research at UCB Stock Brokerage, as they discuss the current climate.

Tellimer’s Senior Economist, Patrick Curran, will host a call with Ethiopia’s IMF Mission Chief, Alvaro Piris, to discuss the details of the new IMF Program announced.

As we enter the second half of 2024, investors face a complex and rapidly evolving financial landscape across East-African markets. This landscape is shaped by shifting global economic trends, regional market dynamics, and ongoing geopolitical factors.

Join Tellimer’s Head of Fixed Income Research Stuart Culverhouse and Latin America economist Geronimo Mansutti as they assess the election result and its implications, and what it might mean for the bonds.

The team discuss the updated economic and political prospects for Argentina, Georgia, and Zambia – with analysis on the newly restructured 2033 and 2053 Eurobonds.

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The session will delve into critical topics shaping Sri Lanka's future, including upcoming election timelines and potential scenarios. This webinar aims to provide a comprehensive understanding of the pivotal factors influencing Sri Lanka's path forward.

Tellimer is partnering up with our local Pakistan partner, InterMarket Securities, to discuss the impact of this week’s budget review and how we see it impacting the investment case for Pakistan.

The collaboration between EMAlpha and Kleiman International Consultants combines cutting-edge multilingual AI sentiment tracking from local language sources with longtime emerging market expertise, offering investors unique insights into key markets in this historic year of elections as 64 countries head to the polls. Highlights will include our just-released analysis on the ongoing Lok Saba election in India as well as how the team merged timely on-the-ground media sentiment indicators with in-depth economic/financial market analyses to correctly predict outcomes for elections over the past year, including in Argentina, Taiwan, Turkey, and elsewhere. Post-election projections for economies and financial markets will also be featured.

This webinar will be hosted by Tellimer's partner, Mosaic Financial, who will provide local insights from Tashkent, covering the macroeconomic indicators of Uzbekistan and including an interactive Q&A session

Chapel Hill Denham, Nigeria's leading investment bank, in collaboration with United States Agency for International Development (USAID), Prosper Africa and Power Africa cordially invites you to our upcoming webinar themed Nigeria: Investment Opportunities. With FX rates unified and floating, we believe the equity and fixed income markets offer interesting opportunities to international investors, especially in light of the NGN 3 trillion (c.$3 billion) pipeline of equity transactions in 2024.

In this interactive webinar, Patrick will give an overview of his discussions at the IMF Spring Meetings with country representatives for Zambia, Turkey, Uganda, Mongolia, Egypt, Iraq, Kenya, South Africa, Nigeria, Lebanon, Rwanda and Tunisia as well as have a Q&A session with webinar participants.

In this interactive webinar, Stuart will give an overview of his discussions at the IMF Spring Meetings with country representatives for Angola, Argentina, The Bahamas, Bolivia, El Salvador, Gabon, Mozambique, and Senegal as well as have a Q&A session with webinar participants.

In this interactive webinar, Henry will give an overview of his discussions at the IMF Spring Meetings with country representatives for Georgia, Serbia, Romania and Tajikistan as well as have a Q&A session with webinar participants.

Tellimer has partnered with the Ethiopia Securities Exchange (ESX) to help promote awareness of the Ethiopian capital market. To launch this partnership, Tellimer are offering a free webinar on how our newly formed partnership is helping local Ethiopian investment research providers enhance their ability to produce high quality research and shorten the cycle in delivering this to investors and market professionals who have a keen interest in local market activity. Some of the topics covered; What clients look for in a research report How you can get mindshare within a qualified audience of fixed income and equity investors Low-cost research distribution methods An introduction to Tellimer:

We will be hosting our annual IMF Spring Meetings in Washington with Mission Chiefs, Ministries of Finance, and more. Click through to view the full in person and virtual schedule and register your interest.

We were in Lagos and Abuja from 18-23 March to gain a better understanding of the outlook for Nigeria’s economy, meeting with nearly 20 individuals and organizations across the public and private sectors. We will be joined by our local Partners at Stears in Lagos to discuss our key takeaways and the path ahead for Nigeria's economy. This will be followed by a brief Q&A.

Please join us for a special webinar with the team at BancTrust & Co., following 100 days of the Javier Milei administration in Argentina. Ramiro Blazquez will discuss the implications on the economy and politics following Milei's inauguration. This will be followed by a Q&A.

The Egyptian Pound has been devalued by nearly 40% and the Central Bank of Egypt hiked interest rates by 600bps, paving the way for an IMF loan of US$8bn. Join Patrick Curran and Hasnain Malik of Tellimer, and Takudzwa Ndawona of ETM Analytics in a special flash webinar covering the developments and implications for Egyptian bonds and equities. This will be followed by a brief Q&A.

UCB will present on recent macroeconomic developments in Bangladesh that have substantial impact on the country's equity market. They will share their outlook based on our assessment on the policy reforms and recent changes in macro indicators. They will update on recent national elcetiion and its impact on the market. Finally, touching on the Bangladesh equity market and selected equities to discuss their investment thesis on them.

Morocco and South Africa had similar credit strengths and weaknesses at the start of the pandemic, but the two middle-income economies and non-investment grade sovereign states emerge from recent crises displaying divergent rating trajectories. Scope Ratings’ Dennis Shen and Thomas Gillet look at the challenges ahead for Morocco and South Africa’s sovereign credit ratings.

Join BancTrust & Co. and Tellimer for an exclusive webinar ahead of the Central Bank of Nigeria's first Monetary Policy Committee meeting of the year on 26-27 February. The crucial and eagerly anticipated meeting will be the first under Governor Olayemi Cardoso and the Tinubu administration with stakeholders expecting clarity on interest rates and foreign exchange policies given concerns on capacity, consistency, direction, and independence. This will be followed by a Q&A session with Patrick and Ayodeji.

Join team Tellimer for a special flash webinar on the unfolding events in Pakistan following the election.

Join Tellimer’s Stuart Culverhouse, Chief Economist and Head of Fixed Income Research, and Patrick Curran, Senior Economist, as they provide their updates on Egypt, Ghana and Pakistan. This session will be followed by a question and answer session.

Join Tellimer research provider AIB-AXYS for an insightful on the ground webinar as the team delve into the economic prospects and challenges that lie ahead for Kenya in 2024. Their expert panel will analyze key macroeconomic indicators, policy shifts, and global trends to provide you with a comprehensive understanding of the forces shaping Kenya's economic landscape.

Join Tellimer provider Intermarket Securities for a live webinar on the 2024 outlook for Pakistan, including a high-level update on Pakistan's politics and economy and the impact on markets.

Join Tellimer provider Chapel Hill Denham for a live webinar on Nigeria's macro and fixed income outlook. This will be followed by a brief Q&A. Chapel Hill Denham is a leading independent investment banking, securities trading, and investment management firm. The firm is Nigeria’s most trusted advisor, focused on providing unbiased advisory, execution, and investment services to corporations, governments, institutions, and individuals involved in investing in and developing Nigeria and Africa.

Tellimer will be hosting our annual client only event today, 5 December, at 16:00 GMT/11:00 ET where we’ll cover what's been keeping us up at night in the world of distressed markets, as well as where we think the opportunities are for the year ahead. This will be followed by open Q&A among our clients and the team.

Please join Tellimer provider EMFI for a deep dive outlook for Ecuador and Argentina sovereign debt, following the recent elections. This will be followed by a brief Q&A. EMFI Securities provides corporate, institutional and wealth management clients with expert advice, financial solutions to the world's capital markets.

Please join us for a webinar on 'The Kenyan Macro-Economic Outlook: A Focus on the Financial Industry', with Tellimer provider Asena Moffat. Topics will cover the Kenyan banks with particular focus on the fixed income outlook. Asena Moffat is a securities dealer with Kingdom Securities, a brokerage firm and a subsidiary of the Cooperative Bank of Kenya. Asena provides a local perspective in Kenya as an individual provider on the Tellimer platform. This includes reports that incorporate economic and market overviews, current portfolio valuation, transactions and performance.

Venezuelan bonds seem poised for exciting times as progress is achieved on political normalisation and sanctions relief. However, the outlook is still highly uncertain and potential for a relapse to the previous status quo should not be underestimated. What is required for the agreement between the opposition and the Venezuelan government on electoral conditions to hold? Will the potential re-weighting of Venezuelan bonds in the EMBI boost valuations further? What can go wrong from here? Please join Ramiro Blazquez, Head of Research and Strategy at BancTrust & Co., and Stuart Culverhouse, Chief Economist at Tellimer, to discuss these topics and more.

Please join us for a webinar with Frontier Research, with panelists Thilina Panduwawala (Head of Economic Research), and Chayu Damsinghe (Head of Macroeconomic Risk Advisory). Frontier Research, one of Tellimer's valued providers, will host an on-the-ground webinar on the year-ahead outlook for Sri Lanka. Despite success in meeting most IMF benchmarks so far, 'delays' in the IMF staff-level agreement for the first review has caused some domestic sentiment concerns. The panelists will discuss fiscal performance, refinancing large domestic debt maturities, the potential rise in external debt repayments and reserve accumulation, climate risks and the election year ahead.

Please join us for a joint webinar with NDB Capital, featuring Sovereign Debt Specialist Lee C. Buchheit and Former Governor of the Central Bank of Sri Lanka, Dr. Indrajit Coomaraswamy. In 2022, Sri Lanka saw the worst economic crisis in its history. Fast forward to today, the country has made significant progress. The authorities announced domestic debt restructuring in July 2023, and it is expected to be finalized soon. External debt restructuring is ongoing, with the IMF’s first review due in September 2023. Economic activities are improving, and macro high-frequency indicators are looking up. What lies ahead for Sri Lanka in the coming months? Moreover, what can we learn from other countries that have undergone debt restructuring? We intend to delve into these topics in our upcoming webinar discussion.

Much has happened in Ecuador in recent days. The murder of one of the main presidential candidates has convoluted domestic politics. Bondholders have interpreted that the events could lower the chances of the candidate representing former president Rafael Correa’s party. Nothing should be taken for granted, though. No new polls are available, but until the shooting of Mr. Villavicencio the level of political apathy had reached unprecedented highs on the back of a severe security crisis that is undermining public confidence in authorities. We will analyse the electoral implications of the 20 August snap election and the outlook for Ecuadoran bonds. Please join Ramiro Blazquez, Head of Research and Strategy at BancTrust & Co., and Stuart Culverhouse, Chief Economist at Tellimer, to discuss these topics and more.

Amidst accelerating inflation and mounting dollar scarcity, Argentines will go to the polls to pick the next president. The PASO open primaries will shape the outlook for the 22 October general election. Interpreting the results is therefore critical to understand what is coming next and what kind of transition we can expect until the new government takes over on 10 December. Please join Ramiro Blazquez, Head of Research and Strategy at BancTrust & Co., and Stuart Culverhouse, Chief Economist at Tellimer, to discuss these topics and more.

Join Tellimer's Senior Economist Patrick Curran as he unpacks the key takeaways from his recent trips to Pakistan and Egypt, including what can be done to avoid a debt crisis in the near-term and prospects for meaningful longer-term structural reforms.

Join Tellimer's Patrick Curran and Intermarket Securities' Raza Jafri for a live webinar direct from Pakistan. Pakistan is in the midst of an economic, social, and political crises; the government continues to tread a narrow path and the risk of default remains elevated. This will be followed by a brief Q&A. More information to follow.

Join Scope Ratings’ Thomas Gillet and Matthew Curtin as they look at the challenges ahead for Turkey’s policy mix and credit ratings. President Erdogan begins his new five-year term with a challenging economic backdrop. Credit and fiscal stimulus boosted domestic demand, but inflation is still running hot and the country’s foreign exchange reserves are under heavy pressure as investor confidence remains fragile. Thomas and Matthew will discuss these topics, followed by a Q&A.

Join Tellimer's Senior Economist, Patrick Curran, and Ayodeji Dawodu, Director of CEEMEA Fixed Income at BancTrust & Co. for a webinar on the current political environment in Nigeria. President-elect, Bola Ahmed Tinubu, will be sworn into office on 29 May, as Nigeria finds itself at a crossroads following eight very challenging years under President Buhari. The new administration will inherit a weak economy characterised by slow economy growth, deteriorating oil and gas sector, fiscal constraints, rising insecurity, as well as a question mark around the credibility of the central bank. The key question on the minds of many remains, does the president-elect have the political will to turn around the fortunes of the country? Patrick and Ayodeji will discuss these topics, followed by a brief Q&A.

Join Stuart Culverhouse, Chief Economist at Tellimer, and Ramiro Blazquez, Head of Research and Strategy at BancTrust & Co. for a webinar on Ecuador. The situation in Ecuador has deteriorated since the final review of the IMF's EFF in December 2022 amid tighter global financing conditions, lower oil prices, and natural disaster. Ecuador continues to grapple with a political crisis. President Lasso has dissolved the National Assembly and called for early elections. Uncertainty is building up on the country's political prospects, as the return of populism to power in the near term remains a sheer possibility. Ramiro and Stuart will discuss some of these topics and more.

Join Stuart Culverhouse, Chief Economist at Tellimer, and Ramiro Blazquez, Head of Research and Strategy at BancTrust & Co. for a webinar on Ecuador. The situation in Ecuador has deteriorated since the final review of the IMF's EFF in December 2022 amid tighter global financing conditions, lower oil prices, and natural disaster. Ecuador continues to grapple with a political crisis. President Lasso has dissolved the National Assembly and called for early elections. Uncertainty is building up on the country's political prospects, as the return of populism to power in the near term remains a sheer possibility. Ramiro and Stuart will discuss some of these topics and more.

Join Tellimer's Chief Economist, Stuart Culverhouse, and Senior Economist, Patrick Curran, as they discuss their key takeaways from this year's IMF/World Bank Annual Meetings. This year's annual meetings returned to Washington DC for face-to-face and virtual meetings. Tellimer met with IMF chiefs from our core markets to discuss the domestic and global financial landscape at length. In this exclusive webinar, we'll share some of the key takeaways from these discussions that international investors need to know. We’ll cover country-specific takeaways from Turkey, Angola, Sri Lanka, El Salvador, Tajikistan, Mozambique, Egypt, and more, as well as some other country developments.

Since China's re-opening, investors have been expecting a big boost in spending and a construction resurgence. So far, there's no sign of recovery. Meanwhile, the international banking crisis shows that investors are reassessing the value of assets. How will this affect China?

Join us for the first exclusive webinar of our 2023 series, presented by Gregory Shore, CEO of Crystal Shore Dashboards. This webinar will cover how the company systematically evaluates the risk or 41 Emerging Markets, 1200 Emerging Market single stocks and 44 Commodity markets on a weekly basis. You'll also have the opportunity to ask your questions to Gregory in an open discussion and Q&A following the presentation.