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Iraq election delay risks more protests

Tellimer Research Hasnain Malik @ Tellimer Research
Hasnain Malik @
Tellimer Research
20 January 2021

Jobs matter more than votes: ESG pointers from Tunisia and Lebanon

Hasnain Malik 18 January 2021

Iran ups nuclear ante: Inflammatory steps to negotiation

Hasnain Malik 4 December 2020

Iran likely to react to nuclear scientist killing with restraint not revenge

Hasnain Malik 28 November 2020

Saudi and GCC ugly fiscal truth from low oil prices

Hasnain Malik 20 October 2020
Latest articles in Iran

Iraq election delay risks more protests

The risk is that the election delay triggers a resumption of mass protests (and the use of force against those protestors by militia threatened by any change to the status quo of formal politics). Protests kicked off in October 2019 and one of the co...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 20 January 2021
Iraq election delay risks more protests
Iraq election delay risks more protests

Jobs matter more than votes: ESG pointers from Tunisia and Lebanon

Most would agree that economic stress, and specifically unemployment, breeds populism, and in extreme cases, radicalisation and insecurity. It is the EM echo of the message from Bill Clinton's 1992 election strategist James Carville, "It's the econom...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 18 January 2021
Jobs matter more than votes: ESG pointers from Tunisia and Lebanon
Jobs matter more than votes: ESG pointers from Tunisia and Lebanon

Qatar and Saudi start to mend ties, not clear UAE will join in GCC patch-up

At first glance, the investment implications for the GCC region are neutral because the UAE may not be mirroring Saudi and this may signify a split in approach. For Qatar, even a partial removal of restrictions is positive but, in our view, its inves...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 5 January 2021
Qatar and Saudi start to mend ties, not clear UAE will join in GCC patch-up
Qatar and Saudi start to mend ties, not clear UAE will join in GCC patch-up

Iran ups nuclear ante: Inflammatory steps to negotiation

The nature of Iranian politics is such that the law authorises rather than commands an expansion: Supreme Leader Khamanei and the Supreme National Security Council enjoy considerable leeway on how they implement the law. Furthermore, given the critic...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 4 December 2020
Iran ups nuclear ante: Inflammatory steps to negotiation
Iran ups nuclear ante: Inflammatory steps to negotiation

Iran likely to react to nuclear scientist killing with restraint not revenge

Iran may be regarded as recalcitrant by its geopolitical opponents, and even portrayed as rabid by the most virulent amongst those opponents, but investors looking at oil price and the Middle East (Saudi and the GCC, Iraq, Israel, and Lebanon) should...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 28 November 2020
Iran reaction to nuclear scientist killing likely restraint not revenge
Iran reaction to nuclear scientist killing likely restraint not revenge

Saudi and GCC ugly fiscal truth from low oil prices

At least, most in the GCC region are forecast to bring down their fiscal breakevens in 2021, eg Saudi drops from US$78 (with a c11% fiscal deficit) in 2020 to US$68 (6% fiscal deficit) in 2021. Saudi and GCC currencies: Drop the pegs while FX reserve...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 20 October 2020
Saudi and GCC ugly fiscal truth from low oil prices
Saudi and GCC ugly fiscal truth from low oil prices