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Latest articles in Kuwait

How technology can boost financial inclusion and which markets will benefit

In this report, we highlight those markets where fintech upstarts could prove most successful at lifting financial inclusion levels, and dive deeper into the most promising markets we have identified. Markets in the top right (like South Korea) have ...
Tellimer Research Rahul
Rahul Shah @ Tellimer Research 1 May 2021
How technology can boost financial inclusion and which markets will benefit
How technology can boost financial inclusion and which markets will benefit

Iran and Israel conflict worsens as each tries to shape the next US nuclear deal

Israel's cyberattack against the Natanz nuclear facility in Iran, maritime attack against the Saviz vessel in the Red Sea, and airstrikes against Iranian-linked assets in Syria all point to a more intense phase of conflict with Iran that coincides wi...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 12 April 2021
Iran and Israel conflict worsens as each tries to shape the next US nuclear deal
Iran and Israel conflict worsens as each tries to shape the next US nuclear deal

Israel's alternative to Egypt's Suez Canal for Saudi and GCC oil transit

We have written before on the potential inflationary impact on commodity prices, eg the 1.4mbpd of blocked northbound crude transit is 40% larger than the unilateral Saudi output in January which sparked this year's rally in oil prices. Geopolitical ...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 29 March 2021
Israel's alternative to Egypt's Suez Canal for Saudi and GCC oil transit
Israel's alternative to Egypt's Suez Canal for Saudi and GCC oil transit

One year on – four quality emerging market bank stocks left behind by the rally

We identify four high-quality names that are likely to see a bounce-back in performance, and that are still trading at discounted multiples. We also identify four banks that have rallied hard and are now pricing in structural improvements in performa...
Tellimer Research Rahul
Rahul Shah @ Tellimer Research 15 March 2021
One year on – four quality emerging market bank stocks left behind by the rally
One year on – four quality emerging market bank stocks left behind by the rally

Oil price rally turns GCC fiscal balances positive for now, reform still a must

However, the oil price rally does not herald a new paradigm on which to base an investment strategy over the next one to three years: OPEC+ discipline is fragile (and highly dependent on Saudi), demand recovery post-Covid is likely to be a stuttering...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 8 March 2021
Oil price rally turns GCC fiscal balances positive for now, reform still a must
Oil price rally turns GCC fiscal balances positive for now, reform still a must

Kuwait: Inflation accelerates to 3% y/y in December

EmergingMarketWatch Research
Research Team @ EmergingMarketWatch 8 February 2021