Refine by sector
Latest articles in Egypt
Global Themes / Global

Africa's fintech hubs: The search for tomorrow's Silicon Valley

The four main fintech hubs in Africa are Egypt, Kenya, Nigeria and South Africa. These markets have distinguished themselves from the rest of Africa through their support for innovation (for example, via regulatory sandboxes) and the widespread estab...
Tellimer Research Rahul Shah
Rahul Shah @ Tellimer Research 3 May 2020
Africa's fintech hubs: The search for tomorrow's Silicon Valley
Global Themes / Global

Africa fintechs’ product suite explained… from agritech to remittances

Our recent survey of 150+ fintechs across 20 African markets enabled us to find their product and customer niches, as well as identify their unique success factors.Fintech companies are increasingly competing with traditional financial services...
Tellimer Research Rahul Shah
Rahul Shah @ Tellimer Research 23 April 2020
Africa fintechs’ product suite explained… from agritech to remittances
Macro Analysis / Egypt

Egypt: The end of the inverted yield curve?

The yield curve finally normalised in March 2020, to a slope of 1.2%, breaking the 3-year long inverted curve pattern which started in December 2016, right after the start of the floating exchange rate regime in November 2016. Historically, the yield...
Pharos Holding Sandy Eskaros
Sandy Eskaros @ Pharos Holding 14 April 2020
Equity Analysis / Global

How to hedge EM currency risk through bank equities

The problem: USD strength is a headwind for EM equities investors. Heightened investor risk aversion and tighter liquidity have driven a sharp appreciation in the US dollar in the past couple of weeks. This is putting pressure on emerging market curr...
Tellimer Research Rahul Shah
Rahul Shah @ Tellimer Research 23 March 2020
How to hedge EM currency risk through bank equities
Equity Analysis / Global

FM and EM Banks: The 3-D threat from Coronavirus

The US Federal Reserve yesterday cut interest rates by 100bps, in addition to the 50bps cut announced on 3 March, and also announced a massive asset purchase programme and international co-ordination to protect USD-liquidity in the financial system....
Tellimer Research Rahul Shah
Rahul Shah @ Tellimer Research 16 March 2020
Strategy Note / Global

Egypt: Lessons from Brazil FX depreciation

FX risk might re-enter the investment debate later this yearBrazilian real is down 10% ytd; Egyptian pound is up 2%. Over 12 months, BRL down 15%, EGP up 12%.Policy easing has led to near-zero real interest rate and is a key driver of Brazil dev...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 2 March 2020