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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

Emerging market banks: The winners and losers from tighter monetary policy

For ease of reference, we present the results of our analysis at the country level in this report. Greek banks' bottom-line is most sensitive to higher margins; their current margins and profitability remain depressed. But since profit is smaller tha...
Tellimer Research Rahul
Rahul Shah @ Tellimer Research 22 October 2021
Emerging market banks: The winners and losers from tighter monetary policy
Emerging market banks: The winners and losers from tighter monetary policy

Vermilion Compass: Weekly Equity Strategy

Vermilion Research David
David Nicoski @ Vermilion Research 12 October 2021

Tourism is cheap and its time may have arrived in emerging market equities

Covid vaccination or high levels of prior infection are finally driving a re-opening of the tourism sector, both in source markets – witness the recent loosening of restrictions in the US and UK – and destination markets – consider the acceleration o...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 22 September 2021
Tourism is cheap and its time may have arrived in emerging market equities
Tourism is cheap and its time may have arrived in emerging market equities