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Myth-Busting: The Economy Drives the Stock Market

US real GDP growth and US stock market returns were positively correlated since 1900. However, the correlation was not consistent and even turned negative. The evidence of this relationship from other countries is mixed.
FactorResearch Nicolas
Nicolas Rabener @ FactorResearch 21 March 2023

Where emerging markets consumers think fintechs need to improve the most

We asked 900 consumers to highlight where EM fintechs needed to improve the most for them to engage. Top responses: the sign-up process, convenience, transaction execution, platform design and customer education. In Indonesia and Kenya trust is a key...
Tellimer Research Rahul
Rahul Shah @ Tellimer Research 16 March 2023
Where emerging markets consumers think fintechs need to improve the most
Where emerging markets consumers think fintechs need to improve the most

The EM fintech customer value proposition

We asked 215 emerging market fintechs to highlight what they regard as the key value they bring to their customers. Top responses: Seamless execution, fast approvals. Costs are targeted in Indonesia, convenience in the Philippines. Blockchain fintech...
Tellimer Research Rahul
Rahul Shah @ Tellimer Research 9 March 2023
The EM fintech customer value proposition
The EM fintech customer value proposition

IN : Transport Infra - Overall - Sector pulse: Railways & Ports – Feb 2023

Rail cargo (tonne km or TKM) grew 4.6% yoy and EXIM container cargo (TKM) rose 7.2% yoy – higher than the last four quarters’ average yoy growth (3.4%). Major ports (MPs) + Adani Ports (APSEZ) cargo grew 12% yoy (vs. 4%/13% yoy growth in 3Q/2QFY23,.....
CGS-CIMB Rajarshi
Rajarshi Maitra @ CGS-CIMB 6 March 2023

IN : Container Corp of India Ltd - It’s crunch time

3QFY20-23 rail cargo growth is an eye opener to various possibilities if capacity issue eases. The DFC can raise IR’s freight-carrying capacity by 43%. Retain ADD rating on Concor with a revised target price (TP) of Rs940.
CGS-CIMB Rajarshi
Rajarshi Maitra @ CGS-CIMB 2 March 2023

The Hard-Knock Life of Short Sellers

Short-biased hedge funds provided negative S&P 500 beta until 2011. Thereafter returns became less negatively correlated, but worsened. The strategy has generated limited diversification benefits for investors.
FactorResearch Nicolas
Nicolas Rabener @ FactorResearch 23 February 2023