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Argentina: Investors look for positive scraps in IMF and Paris Club comments

The IMF Managing Director Kristalina Georgieva issued a statement on Friday (14 May) following her meeting with President Alberto Fernandez in Rome last week. The IMF statement offered the usual pleasantries: "a very positive meeting", "a true pleasu...
Tellimer Research Stuart
Stuart Culverhouse @ Tellimer Research 17 May 2021
Argentina: Investors look for positive scraps in IMF and Paris Club comments
Argentina: Investors look for positive scraps in IMF and Paris Club comments

Chile votes left

The decline of Chile's right-of-centre, governing coalition, Chile Vamos, was confirmed by the 15-6 May vote to elect the body responsible for reforming the constitution. Its seat count in the Constitutional Convention is below the one-third required...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 17 May 2021
Chile votes left
Chile votes left

Democracy disappoints in LatAm

Democracy is a good thing for citizens. LatAm equities have underperformed global Emerging Markets and Commodities since the start of 2020 by about 30%. Even some of the economic guard rails painstakingly established over decades are beginning to cra...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 16 May 2021
Democracy disappoints in LatAm
Democracy disappoints in LatAm

Remittances forecast raised again by World Bank

Who says globalisation is dead? The latest World Bank report on the subject, published on 12 May, confirms the positive country-level trends we track. The greater use of official channels, ex-Nigeria, alone might be regarded as the most recurring of ...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 14 May 2021
Remittances forecast raised again by World Bank
Remittances forecast raised again by World Bank

Belize government's low-ball restructuring proposal falls flat

The Belize authorities published a proposal for the restructuring of their sole foreign bond (the “Superbond”) on 4 May. It follows the announcement of their intention to seek a restructuring of their external debt on 19 March (see our research, Beli...
Tellimer Research Stuart
Stuart Culverhouse @ Tellimer Research 13 May 2021
Belize government's low-ball restructuring proposal falls flat
Belize government's low-ball restructuring proposal falls flat

Vermilion Compass: Weekly Equity Strategy

Vermilion Research David
David Nicoski @ Vermilion Research 12 May 2021