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Lebanon is still a gamble

Since securing an IMF agreement in Q2, the government hasn't implemented any of the 10 prior actions the Fund outlined. We think the key sticking point is banking sector restructuring, with little, if any, agreement on the path forward. With the econ...
Tellimer Research Patrick
Patrick Curran @ Tellimer Research 10 November 2022
Lebanon is still a gamble
Lebanon is still a gamble

IMF/WB Annual Meetings, October 2022 – country notes and global themes

We cover 11 countries in this note following the IMF/WB Annual Meetings, and highlight some global themes. Specifically, we cover Bahamas, Ethiopia, Lebanon, Maldives, Mozambique, Senegal, South Africa, Turkey, Tajikistan......Uzbekistan and Uganda;....
Tellimer Research Stuart
Stuart Culverhouse @ Tellimer Research 27 October 2022
IMF/WB Annual Meetings, October 2022 – country notes and global themes
IMF/WB Annual Meetings, October 2022 – country notes and global themes

ZoodPay: A fast-growing, high-margin frontier market fintech with strong risk management

ZoodPay is a lending fintech with logistics and marketplace capabilities that help lift margins and control credit risk. It's the clear market leader in Uzbekistan with substantial growth potential in other emerging markets, notably Pakistan. ZoodPay...
Tellimer Research Rahul
Rahul Shah @ Tellimer Research 27 September 2022
ZoodPay: A fast-growing, high-margin frontier market fintech with strong risk management
ZoodPay: A fast-growing, high-margin frontier market fintech with strong risk management

Food prices drop in July, down 9% mom, albeit still up 55% from trough

The latest UN FAO World Food Price index (published on 5 August) declined again from the March 2022 all-time high: down 8.6% in July, following 0.3%, 0.8% and 2.3% declines in April, May and June, respectively, but still up 13% yoy, and up 55% from t...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 7 August 2022
Food prices drop in July, down 9% mom, albeit still up 55% from trough
Food prices drop in July, down 9% mom, albeit still up 55% from trough

Hyperinflation accounting: Coming to an emerging market near you

Recent high inflation prints in North America and Europe have shocked many observers, leading some commentators to revise upwards their central bank rate hike forecasts. Based on the most recent announcements, we estimate that in around 20% of countr...
Tellimer Research Rahul
Rahul Shah @ Tellimer Research 22 July 2022
Hyperinflation accounting: Coming to an emerging market near you
Hyperinflation accounting: Coming to an emerging market near you

Misery in emerging markets: Is Sri Lanka the protest canary in the EM coal mine?

Is Sri Lanka the disruptive protest canary in the coal mine of emerging markets? Extremely high misery relative to the last 10-year peak (over 10 percentage points higher) is evident in: Lebanon, Sri Lanka, and Turkey. Turkey — President Erdogan's re...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 11 July 2022
Misery in emerging markets: Is Sri Lanka the protest canary in the EM coal mine?
Misery in emerging markets: Is Sri Lanka the protest canary in the EM coal mine?