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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
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
Strategy Note / Global

China devaluation another US-China friction and a risk for rival exporters

China's fixed Renminbi rate has depreciated 0.7% in the last month, 2.6% ytd, 3.3% in the last year, 8% in the last 5 years.Related readingGeopolitics after Covid-19: US-China cold war, fragmented EU and GCCChina and Hong Kong: 'One country,...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 26 May 2020
China devaluation another US-China friction and a risk for rival exporters
Strategy Note / Global

China and Hong Kong: 'One country, two systems' becomes 'one world, two camps'

China is reportedly about to pass a new law, under the banner of national security, to prevent foreign interference, terror, secession, sedition, and subversion in Hong Kong. It may also be used to effectively prohibit dissent.The passage of the law...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 22 May 2020
China and Hong Kong: 'One country, two systems' becoming 'one world, two camps'
Equity Analysis / Global

Myanmar: Ideal market for digital payments, and now Ant Financial is buying in

Ant Financial (the operator of Alipay, and an affiliate company of Alibaba) plans to invest US$73.5 million in Myanmar’s digital payments platform, Wave Money. The investment will buy Ant Financial a substantial minority stake, alongs...
Tellimer Research Rohit Kumar
Rohit Kumar @ Tellimer Research 20 May 2020
Myanmar: Ideal market for digital payments, and now Ant Financial is buying in
Weekend Reading / Global

Biden's US foreign policy would be positive for Emerging Markets

Four Biden versus Trump foreign policy contrasts - multilateralism, trade, Iran, climate: all would be positive shifts for emerging market investorsThere appears to be very little difference between Biden, Trump and the US Congress on the description...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 16 May 2020
Biden's US foreign policy would be positive for Emerging Markets