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Central bankers in East Africa expect growth in the region to remain robust

Forex: Decline in remittance inflows adds to the headwinds facing the Kenya shilling. Fixed Income: The Fed is conducting stealth QE amid fears of a widespread banking crisis. Macroeconomic: Kenya's foreign financing is expected to increase in 2022/2...
ETM Analytics Alexa
Alexa Archibald @ ETM Analytics 20 March 2023
Weekend Reading / Global

The emerging markets most exposed to the banking sector

The fallout continues from Silicon Valley Bank's collapse. Credit Suisse, First Republic are receiving liquidity support. EM bank shares have so far proven more resilient than in DM. We flag the markets most exposed to any sectoral sell-off. Banks ar...
Tellimer Research Rahul
Rahul Shah @ Tellimer Research 18 March 2023
The emerging markets most exposed to the banking sector
The emerging markets most exposed to the banking sector

The strongest Energy firms in emerging markets

We shine a light on the EM Energy sector, where companies such as Aramco are generating record profits. Analysing 36 metrics, we benchmark leading EM energy firms against their developed market peers. Top scorers: Saudi Aramco, Brazil’s Petrobras. We...
Tellimer Research Rahul
Rahul Shah @ Tellimer Research 17 March 2023
The strongest Energy firms in emerging markets
The strongest Energy firms in emerging markets

African Eurobonds underperforming EM Eurobonds in 2023

Forex: Zambian kwacha underperforming the broader Africa FX basket. Fixed Income: African Eurobonds are significantly underperforming EM Eurobonds in 2023. Macroeconomic: ECB sticks to its guns and raises rates by 50bps despite a possible global bank...
ETM Analytics Alexa
Alexa Archibald @ ETM Analytics 17 March 2023

The most attractive real yields in EM as SVB collapse raises chance of Fed pivot

Markets are now pricing in a markedly more dovish Fed rate path post-SVB crisis, but we think repricing is excessive. Still, the prospects of marginally lower terminal Fed funds rate and weaker dollar could support EM local currency debt. We survey r...
Tellimer Research Patrick
Patrick Curran @ Tellimer Research 16 March 2023
The most attractive real yields in EM as SVB collapse raises chance of Fed pivot
The most attractive real yields in EM as SVB collapse raises chance of Fed pivot

Where emerging markets consumers think fintechs need to improve the most

We asked 900 consumers to highlight where EM fintechs needed to improve the most for them to engage. Top responses: the sign-up process, convenience, transaction execution, platform design and customer education. In Indonesia and Kenya trust is a key...
Tellimer Research Rahul
Rahul Shah @ Tellimer Research 16 March 2023
Where emerging markets consumers think fintechs need to improve the most
Where emerging markets consumers think fintechs need to improve the most