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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

EM investors are still ignoring lessons from Silicon Valley Bank's collapse

Emerging markets banks have underperformed in recent days but investors are not yet discriminating for duration risk. We highlight the EM banks whose capital is most exposed to any downward revaluation of their investment portfolios. Chilean and Braz...
Tellimer Research Rahul
Rahul Shah @ Tellimer Research 15 March 2023
EM investors are still ignoring lessons from Silicon Valley Bank's collapse
EM investors are still ignoring lessons from Silicon Valley Bank's collapse

Lessons for EM from Silicon Valley Bank’s woes

SVB shares fell 60% yesterday; its profitability took a hit after deposit withdrawals forced it to sell bonds at a loss. We highlight the emerging market banks most exposed to a similar scenario in the event of unexpected deposit withdrawals. LatAm b...
Tellimer Research Rahul
Rahul Shah @ Tellimer Research 10 March 2023
Lessons for EM from Silicon Valley Bank’s woes
Lessons for EM from Silicon Valley Bank’s woes

The EM fintech customer value proposition

We asked 215 emerging market fintechs to highlight what they regard as the key value they bring to their customers. Top responses: Seamless execution, fast approvals. Costs are targeted in Indonesia, convenience in the Philippines. Blockchain fintech...
Tellimer Research Rahul
Rahul Shah @ Tellimer Research 9 March 2023
The EM fintech customer value proposition
The EM fintech customer value proposition

SPC Nickel Corp. (TSXV: SPC) – Obtains a Key Asset from Vale; Introducing our Valuation and Rating

Fundamental Research Corp has issued a report entitled “Obtains a Key Asset from Vale” and dated February 22, 2023. The full report is now at www.researchfrc.com.
Fundamental Research Corp Siddharth
Siddharth Rajeev @ Fundamental Research Corp 23 February 2023