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What the banking sector tells us about global investor expectations

We take a look at the world’s 100 most highly valued banks (with a combined market cap of US$5.6tn) to gauge how investors in these names see the outlook for the global economy. Despite significant price weakness this year, US banks remain the most v...
Tellimer Research Rahul
Rahul Shah @ Tellimer Research 19 May 2022
What the banking sector tells us about global investor expectations
What the banking sector tells us about global investor expectations

ESG climate change risk in EM: Indian subcontinent heatwave reminder

Temperatures recorded in March and April in parts of India and Pakistan were some of the highest ever recorded. Extreme heat, well above seasonal norms, across the Indian subcontinent draws attention to climate change risk more broadly in emerging ma...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 12 May 2022
ESG climate change risk in EM: Indian subcontinent heatwave reminder
ESG climate change risk in EM: Indian subcontinent heatwave reminder

Kuwait government resigns yet again

Kuwait's prime minister and cabinet resigned on 5 April, in advance of a no-confidence vote in parliament. This latest resignation is no surprise to us but some have been more positive. Sheikh Sabah Al-Khaled Al-Sabah has, for example, been appointed...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 5 April 2022
Kuwait government resigns yet again
Kuwait government resigns yet again
Commodities Analysis / Global

Oil eyeing $100, but a structural market shift is looming

Since the initial market reaction to the discovery of the Omicron variant, oil has rallied over 35% and is trading at highs not seen since 2014 as it makes its way towards $100 per barrel. Global oil supply remains constrained even though OPEC+ has c...
ETM Analytics Lloyd
Lloyd Miller @ ETM Analytics 9 February 2022

Five emerging market banks that could benefit from investors' greater value bias

In emerging markets, this upheaval has been playing out for longer and with greater severity, with China’s tech woes a key contributor. We think emerging market banks could be key beneficiaries of this transition in investor preferences. We expect a ...
Tellimer Research Rahul
Rahul Shah @ Tellimer Research 24 January 2022
Five emerging market banks that could benefit from investors' greater value bias
Five emerging market banks that could benefit from investors' greater value bias

Iran Nuclear Deal might be now or never, but Israel friction will last

The second round of Iran Nuclear Deal negotiations since hardliner Ebrahim Raisi's election are ongoing, but expectations of progress are low. And Iran's Revolutionary Guard Corps elite has both survived for so long domestically without sanctions rel...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 12 December 2021
Iran Nuclear Deal might be now or never, but Israel friction will last
Iran Nuclear Deal might be now or never, but Israel friction will last