Refine by sector

After Colombia legalises Venezuelan migrants we review refugee populations in EM

Tellimer Research Hasnain Malik @ Tellimer Research
Hasnain Malik @
Tellimer Research
11 February 2021

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

Hasnain Malik 18 January 2021

2021 election calendar: The votes that matter

Hasnain Malik 9 December 2020

Commodities rally benefits Chile, Indonesia and Russia

Hasnain Malik 6 December 2020

Peru's popular President dismissed by its unpopular Congress

Hasnain Malik 10 November 2020
Latest articles in Chile

After Colombia legalises Venezuelan migrants we review refugee populations in EM

Venezuelan migrants are 3.6% of Colombia's population; President Duque is now legalising the undocumented portion. Problem is tougher for Chile (2%) and Peru (3%): legalisation curtails the undocumented economy but is politically risky. Other EMs wit...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 11 February 2021
After Colombia legalises Venezuelan migrants we review refugee populations in EM
After Colombia legalises Venezuelan migrants we review refugee populations in EM

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

The Doctor Is In?

Neither is the bond market. But this one isn’t completely empty. Surpassing the last cyclical peak during Inflation Hysteria #1, it’s not just that fact but also the manner in which it has come about; a better than forty-five-degree angle shooting up...
Alhambra Investments
Alhambra Investments 30 December 2020
The Doctor Is In?
The Doctor Is In?

Emerging Market Debt: A Wider Range of Opportunities, and Challenges, in 2021

Both advanced economies and emerging markets were hit hard in 2020. After the COVID crisis, however, some countries will do better than others in 2021. Emerging market bonds will offer a wider range of risk/return combinations in 2021 than in previou...
Franklin Templeton
Investment Adventures in Emerging Markets 11 December 2020
Emerging Market Debt: A Wider Range of Opportunities, and Challenges, in 2021
Emerging Market Debt: A Wider Range of Opportunities, and Challenges, in 2021

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

Commodities rally benefits Chile, Indonesia and Russia

Policy-led (both monetary and fiscal) increase in overall demand, particularly for infrastructure (in both the US and China), and a Covid-19 vaccine enabling a return to more normal economic activity. For those more bullish commodities, we depict bel...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 6 December 2020
Commodities rally benefits EMs like Chile, Indonesia, Russia
Commodities rally benefits EMs like Chile, Indonesia, Russia