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Our 20 pandemic winners: Key takeaways

Tellimer Research Rahul Shah @ Tellimer Research
Rahul Shah @
Tellimer Research
20 January 2021

Jobs matter more than votes: ESG pointers from Tunisia and Lebanon

Hasnain Malik 18 January 2021

20 best Emerging Market stocks through the pandemic

Rohit Kumar 18 January 2021

2021 election calendar: The votes that matter

Hasnain Malik 9 December 2020

Emerging-Frontier Equity Monthly, September: EM Tech and FM outperform

Hasnain Malik 27 September 2020
Latest articles in Argentina

Our 20 pandemic winners: Key takeaways

The pandemic winners among developed market stocks, almost all tech firms, are now household names, with the likes of Zoom helping to transform our working and personal lives and Tesla becoming a retail-investor favourite, recording staggering share...
Tellimer Research Rahul Shah
Rahul Shah @ Tellimer Research 20 January 2021
Our 20 pandemic winners: Key takeaways
Our 20 pandemic winners: Key takeaways

Jobs matter more than votes: ESG pointers from Tunisia and Lebanon

Most would agree that economic stress, and specifically unemployment, breeds populism, and in extreme cases, radicalisation and insecurity. It is the EM echo of the message from Bill Clinton's 1992 election strategist James Carville, "It's the econom...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 18 January 2021
Jobs matter more than votes: ESG pointers from Tunisia and Lebanon
Jobs matter more than votes: ESG pointers from Tunisia and Lebanon

20 best Emerging Market stocks through the pandemic

Jumia is known as the Amazon of Africa. Sea’s exponential rise has made it the largest company in ASEAN, a region of 600mn people. We identified Fawry as an EM tech stock to watch in July 2020, when the pre-unicorn company had a market cap of US$735m...
Tellimer Research Rohit Kumar
Rohit Kumar @ Tellimer Research 18 January 2021
20 best Emerging Market stocks through the pandemic
20 best Emerging Market stocks through the pandemic

EM Sovereigns: Debt sustainability remains a concern but will only become acute for some

Already in 2020, we have seen a large number of sovereign defaults, notably in Argentina, Belize, Ecuador, Lebanon, Suriname and Zambia. Meanwhile, Bahrain (+9ppt to 137%), Brazil (+2ppt to 104%) and South Africa (+6ppt to 85%) see more modest increa...
ING Think
ING Think 7 January 2021
EM Sovereigns: Debt sustainability remains a concern but will only become acute for some
EM Sovereigns: Debt sustainability remains a concern but will only become acute for some

EM Credit Outlook: Risky Business

It’s a sit up and pay attention moment when emerging markets run a collective fiscal deficit of some 10% of GDP. We explore further and assess the risks. It is also a year in which there will be some upward pressure on core rates, but not too much. T...
ING Think
ING Think 17 December 2020
EM Credit Outlook: Risky Business
EM Credit Outlook: Risky Business

2021 election calendar: The votes that matter

There are a number of elections of importance in smaller emerging and frontier markets in 2021. The general election, delayed by a year, on the pretext of Covid-19, is likely to occur in a highly sensitive political environment, as a result of the on...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 9 December 2020
2021 EM election calendar: The votes that matter
2021 EM election calendar: The votes that matter