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Tourism in emerging markets: Cheap holidays for investors

Global tourism is recovering — ask those lucky enough to spend 90 minutes getting through security at London Heathrow last weekend! While recession is a risk, there is a very long way to go simply to match pre-Covid levels. As school holidays start w...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 12 July 2022
Tourism in emerging markets: Cheap holidays for investors
Tourism in emerging markets: Cheap holidays for investors

OPEC+ decision suits Saudi, US, Russia but no oil price relief for importers

OPEC+ increased its output on 2 June but not by an amount that makes a meaningful dent in global supply. Should China demand growth snap back, in the event that Covid restrictions subside and policy stimulus come into effect, then oil prices could go...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 5 June 2022
OPEC+ decision suits Saudi, US, Russia but no oil price relief for importers
OPEC+ decision suits Saudi, US, Russia but no oil price relief for importers

The emerging market banks most vulnerable to spiralling inflation

Inflation had already started creeping up last year, as economies emerged from pandemic lockdowns and supply-chain bottlenecks crimped supply. Recovering demand as Covid-19 lockdowns ease, along with supply-chain issues, have already driven up global...
Tellimer Research Rahul
Rahul Shah @ Tellimer Research 17 March 2022
The emerging market banks most vulnerable to spiralling inflation
The emerging market banks most vulnerable to spiralling inflation

The emerging market banks that can best hedge equity investors' currency risk

The USD index has risen by 5% so far this year. Comparing banks' net foreign currency position with the over/(under) valuation of currencies against their REER fair values allows us to identify banks offering the best hedging potential. Looking at th...
Tellimer Research Rahul
Rahul Shah @ Tellimer Research 25 November 2021
The emerging market banks that can best hedge equity investors' currency risk
The emerging market banks that can best hedge equity investors' currency risk

Pfizer's Covid pill speeds up tourism recovery in emerging markets

The Pfizer announcement on 5 November that its its anti-Covid "Paxlovid" pill cuts hospitalisation risk by 89% if taken within 3 days of the symptoms should provide another boost to the prospects for tourism recovery in emerging markets. This follows...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 7 November 2021
Pfizer's Covid pill speeds up tourism recovery in emerging markets
Pfizer's Covid pill speeds up tourism recovery in emerging markets

The countries that could benefit most from introducing digital currencies

Both Nigeria and El Salvador have cited lowering the cost of remittances as a key motivation. The President indicated that eNaira and physical Naira would always be exchangeable on a 1:1 basis. Moreover, our own detailed study of the global remittanc...
Tellimer Research Rahul
Rahul Shah @ Tellimer Research 29 October 2021
The countries that could benefit most from introducing digital currencies
The countries that could benefit most from introducing digital currencies