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Strategy Note / Global

China challengers in manufacturing with low cost labour (in one chart)

Related readingChina manufacturing is irreplaceable but India and other Asians can win shareChina devaluation another US-China friction and a risk for rival exporters
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 13 July 2020
Strategy Note / Global

Emerging and Frontier: Way behind Developed on Buffet Indicator (in one chart)

Related reading7 reasons to consider investing in small EM and FrontierChasing technology's tail: EM equity strategy overview
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 9 July 2020
Strategy Note / Peru

Peru: The battle for its governance soul in one chart

Related readingPeru: More fragmented, paralysed politics aheadLatAm equity strategy: Structural weakness plus commodity price headwindCorruption: The ugly truth for EM and ESG investors
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 8 July 2020
Strategy Note / Global

LatAm equity strategy: Structural weakness plus commodity price headwind

LatAm often displays a degree of exceptionalism compared to peers in EM.This is because of its proximity to the US, which means: 1) corporate management are historically more accessible to the largest concentration of foreign institutional investors;...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 8 July 2020
Sovereign Analysis / Ecuador

Ecuador: Government announces agreement in principle on bond restructuring

The government yesterday announced that it had reached an agreement in principle (AIP) with a group of major creditors (the Ad Hoc Group) on restructuring terms for its international bonds (see press release). It follows the consent solicitation that...
Tellimer Research Stuart Culverhouse
Stuart Culverhouse @ Tellimer Research 7 July 2020
Global Themes / Global

Want exposure to booming EM digital payments? Consider these 10 listed names

Global digital payments are expected to grow 40% this year, with 20% CAGR to 2023; growth in emerging markets could be faster still. While Alibaba and Tencent are undoubtedly the listed tech titans in EM, we highlight 10 other names that give more ta...
Tellimer Research Rohit Kumar
Rohit Kumar @ Tellimer Research 7 July 2020