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Latest articles in Egypt

Egypt makes progress on reforms but external vulnerability is rising

The Egyptian carry trade has been among the largest consensus trades of the past 12 months. After falling in recent years, gross public debt is projected to have increased from 84.2% of GDP in 201819 to 90.2% in 2019/20 and further to 93% in 2020/21 ...
Tellimer Research Patrick
Patrick Curran @ Tellimer Research 1 April 2021
Egypt makes progress on reforms but external vulnerability is rising
Egypt makes progress on reforms but external vulnerability is rising

Israel's alternative to Egypt's Suez Canal for Saudi and GCC oil transit

We have written before on the potential inflationary impact on commodity prices, eg the 1.4mbpd of blocked northbound crude transit is 40% larger than the unilateral Saudi output in January which sparked this year's rally in oil prices. Geopolitical ...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 29 March 2021
Israel's alternative to Egypt's Suez Canal for Saudi and GCC oil transit
Israel's alternative to Egypt's Suez Canal for Saudi and GCC oil transit

Suez Canal blocked: 7 charts on impact on Oil & Gas, Food & Fertilizer, Egypt

The thought of a grounded container ship blocking the northbound lane of the Suez Canal evokes memories of the scene in Austin Powers when he is frantically trying to turn his buggy around in an impossibly tight space, and the picture of a minuscule ...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 26 March 2021
Suez Canal blocked: 7 charts on impact on Oil & Gas, Food & Fertilizer, Egypt
Suez Canal blocked: 7 charts on impact on Oil & Gas, Food & Fertilizer, Egypt

The best-funded African fintech start-ups of 2020

Nigeria is the clear leader in funding flows, and four out of the top five deals last year were there. Other African fintech start-ups that attracted strong investor interest in 2020 include ProfitShare Partners (South Africa, lending), Moneyfellows ...
Tellimer Research Rohit
Rohit Kumar @ Tellimer Research 17 March 2021
The best-funded African fintech start-ups of 2020
The best-funded African fintech start-ups of 2020

One year on – four quality emerging market bank stocks left behind by the rally

We identify four high-quality names that are likely to see a bounce-back in performance, and that are still trading at discounted multiples. We also identify four banks that have rallied hard and are now pricing in structural improvements in performa...
Tellimer Research Rahul
Rahul Shah @ Tellimer Research 15 March 2021
One year on – four quality emerging market bank stocks left behind by the rally
One year on – four quality emerging market bank stocks left behind by the rally

Africa fintech: Start-up funding trends – Nigeria tops the list

In this report, we examine last year’s start-up funding trends, with a focus on the fintech sector. By country, Nigeria was the top African market for start-up fintech funding in 2020; its fintechs attracted US$89mn (56% of total) over 37 deals (37% ...
Tellimer Research Rahul
Rahul Shah @ Tellimer Research 10 March 2021
Africa fintech: Start-up funding trends – Nigeria tops the list
Africa fintech: Start-up funding trends – Nigeria tops the list