Global Macro
What's happening and why in the world's emerging economies.
Fintech
The latest insights on emerging fintech opportunities.
Crypto
The latest insights on emerging Crypto opportunities.
ESG
Latest on emerging market ESG opportunities
Equities
Essential insights from global equity markets.
Bonds
Essential insights from global fixed income markets.
Ultimate Guides
Comprehensive guides on key markets and sectors.
Since aggressive BNPL growth is putting both consumers and companies at risk, regulators in different markets are increasingly hatching plans to regulate the sector. Recently, regulators in some leading BNPL markets have shown intentions to bring the...
The ‘growth at any cost’ approach that some fintechs have taken is now likely a thing of the past, as access to funding becomes tougher. Our survey also points to the importance of scale; larger fintechs tend to be more profitable than their smaller ...
Considering how fintechs run their own operations, our detailed survey of 215 firms provides some interesting insights. Brazilian fintechs are focused on growing their user base and transaction value, and on product/ service innovation. As for the cu...
Data centres: More data centre investment and capacity expansion, as the supply gap remains wide and African countries introduce data residency regulations. MTN and Airtel obtained approval in principle for payment service bank licences in Nigeria. T...
Last night, the Gulf of Mexico was ravaged by Hurricane Laura, classed as Category 4 in the scale of disasters, which means it is capable of lethal damage. There have been mass evacuations in coastal areas of Texas and Louisiana, and 1.6mn barrels pe...
54% of our sector coverage has now reported Q2 19 results. Median earnings growth has been 9% yoy, 2% below our expectations. HBL PA, in contrast, showed an 81% dip in profits and was 83% below our estimates due to high equity investment impairments ...
Finance Minister Ken Ofori-Atta cut Ghana's GDP growth forecast for 2020 by 530bps to 1.5%, the lowest in 37 years, due to the collapse in oil prices and the impact of the coronavirus pandemic. So far, 5 of the 16 regions in the country have confirme...
The economic impact of Covid-19 is weighing on the Bangladesh government, with the country having had a 66-day long ‘general holiday’ ie lockdown. This credit will help the government meet its budgetary expenses. The Bangladesh government has also se...
In our previous report, we looked at the high appetite of individuals in emerging markets for cryptocurrency. Remittances are one of the key reasons for cryptocurrency adoption in some markets (eg Venezuela). Africa is the smallest region, with a mer...
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