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Strategy Note / Global

China challengers in manufacturing with low cost labour (in one chart)

Related readingChina manufacturing is irreplaceable but India and other Asians can win shareChina devaluation another US-China friction and a risk for rival exporters
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 13 July 2020
Strategy Note / Global

LatAm equity strategy: Structural weakness plus commodity price headwind

LatAm often displays a degree of exceptionalism compared to peers in EM.This is because of its proximity to the US, which means: 1) corporate management are historically more accessible to the largest concentration of foreign institutional investors;...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 8 July 2020
Strategy Note / Global

Chasing technology's tail: EM equity strategy overview

Have I wasted the last 15 years of my career?In 2006 I was an analyst on global technology equities. Then I shifted to emerging markets. In compiling this overview of global emerging market equities, it feels as if I am back to covering Technology. B...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 28 June 2020
Macro Analysis / Global

Outlook for Latin America and the Caribbean: An Intensifying Pandemic

By Alejandro Werner Español Latin America and the Caribbean have become the new COVID-19 global epicenter. The human cost has been tragic, with over 100,000 lives lost. The economic toll has also been steep. The World Economic Outlook Update now...
International Monetary Fund
IMF Blog 26 June 2020
Strategy Note / Global

Oil war: Saudi, Russia can sustain a long war, but a 35% price drop shortens it

How long the oil war lasts, following the breakdown of Saudi and Russia cooperation on oil output via OPEC+, depends, like most wars, on: (1) how much pain each side can absorb; and (2) what the goal is for each side. Both sides have enough fina...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 9 March 2020
Macro Analysis / Global

International Macroeconomic Perspectives

Fed points to performing economy to back its wait and see approach, despite coronavirus outbreak.Higher market volatility during last week had its origin in the coronavirus effect vs. US economy´s positive outlook. While the coronavirus outbrea...
Capital Markets Argentina María Teresa Leiva
María Teresa Leiva @ Capital Markets Argentina 12 February 2020