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Zambia: IMF statement marginally positive; programme still unlikely pre-election

Tellimer Research Patrick Curran @ Tellimer Research
Patrick Curran @
Tellimer Research
5 March 2021

Ukraine's central bank surprises with an early rate hike

Stuart Culverhouse 5 March 2021

Lebanese pound sinks alongside hopes for reform

Patrick Curran 4 March 2021

Why emerging market incumbents allow fintechs to win new business

Rohit Kumar 4 March 2021

Setback for Pakistan's ruling PTI in Senate election but no cause for alarm

Hasnain Malik 3 March 2021
Latest articles in Global

Greensill's bankruptcy could dent the commodity rally

A major crisis is booming in the commodity industry. Greensill has 10mn customers and projects itself as a disrupter, claiming that its use of technology such as AI provided US$143 billion of financing in 2019. Greensill's collapse is due to concerns...
Tellimer Research Nirgunan Tiruchelvam
Nirgunan Tiruchelvam @ Tellimer Research 7 March 2021
Greensill's bankruptcy could dent the commodity rally
Greensill's bankruptcy could dent the commodity rally

Pakistan PM wins vote of confidence, ends drama with stronger grip on parliament

The bloody nose of his finance minister's loss in a contest (via a secret vote) for a seat in the upper house, is arguably offset by this demonstration Khan's ability to discipline (and call the bluff of) any dissenters in his own camp via an open vo...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 6 March 2021
Pakistan PM wins vote of confidence, ends drama with stronger grip on parliament
Pakistan PM wins vote of confidence, ends drama with stronger grip on parliament

China ‘genocide’ and the risks of investors’ culpability for human rights abuses

On his last full day as Secretary of State, Mike Pompeo publicly labelled China’s action towards the Uighurs of Xinjiang as a genocide. I am frankly shocked that the use of the term genocide did not prompt a deep debate within the financial community...
Tellimer Research Paul Domjan
Paul Domjan @ Tellimer Research 6 March 2021
China ‘genocide’ and the risks of investors’ culpability for human rights abuses
China ‘genocide’ and the risks of investors’ culpability for human rights abuses

Yet Another Reminder: Listen To Xi Spell It All Out

I keep saying to take them at their word. Derived from Mao Zedong, it took on new properties – and eventual earnestness – instead under Deng Xiaoping. Unlike the Russians, though, the Chinese would keep a tighter political grip while this happened. I...
Alhambra Investments
Alhambra Investments 6 March 2021
Yet Another Reminder: Listen To Xi Spell It All Out
Yet Another Reminder: Listen To Xi Spell It All Out

Reflation Concerns Dampened Investor Optimism in February

The strength of China’s economic recovery is unparalleled, in our view. More recently, the government’s commitment to achieving a carbon-neutral footprint by 2060 could lead to some interesting opportunities in the renewables space, as well as the el...
Franklin Templeton
Investment Adventures in Emerging Markets 5 March 2021
Reflation Concerns Dampened Investor Optimism in February
Reflation Concerns Dampened Investor Optimism in February

African sovereign bonds through the pandemic: Winners and losers

It is – loosely speaking – the one-year anniversary from when African eurobonds began to feel the full force of the coronavirus pandemic. Although global markets began to weaken towards the end of February, we date the fall in Sub-Sharan Africa (SSA)...
Tellimer Research Stuart Culverhouse
Stuart Culverhouse @ Tellimer Research 5 March 2021
African sovereign bonds through the pandemic: Winners and losers
African sovereign bonds through the pandemic: Winners and losers