Tellimer Research

Tellimer Research

Coverage: Sub Sahara Africa, Europe/CIS, MENA, Asia
Location: London, Dubai, Lagos, Nairobi

Latest articles from Tellimer Research

Weekend Reading / Global

Why the IMF is wrong to seek a blanket ban on bank dividends

Kristalina Georgieva, Managing Director of the IMF, in an article published last week in the Financial Times, has called for banks to collectively suspend dividend payouts and share buy-backs. The rationale is that this will strengthen banks’ c...
Tellimer Research Rahul Shah
Rahul Shah @ Tellimer Research 30 May 2020
Why the IMF is wrong to seek a blanket ban on bank dividends
Strategy Note / China

The Dollar leads Emerging Markets equities: The veteran's mantra

The mantra that I have heard in emerging markets is that any pitch for funds from asset allocators gets off the ground much more easily when everyone in the room (I guess, these days, I should say "on the call") agrees that the outlook for...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 29 May 2020
The Dollar leads Emerging Markets equities: The veteran's mantra
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 / Global

Why Unilever and Nestle are better prospects than Zoom right now

When the history of Covid-19 is written, it may be recorded as the Zoom era. The videoconference provider has spread as rapidly as the virus. It’s users have risen 30 fold from just 10 million in December 2019 to almost 300 million in April 202...
Tellimer Research Nirgunan Tiruchelvam
Nirgunan Tiruchelvam @ Tellimer Research 28 May 2020
Why Unilever and Nestle are better prospects than Zoom right now
Strategy Note / Global

China and India: Himalayan friction matters

As military friction renews between China and India in the Himalayan region separating the two countries, we offer the following context and tentative conclusions:(1) Skirmishes and tension, not war – An extensive, full-blown war is extremely u...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 28 May 2020
China and India: Himalayan friction matters