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Macro Analysis / Global

IMF World Economic Outlook: Looking beyond the pandemic for emerging markets

In its latest World Economic Outlook, the IMF predicts the global economy to experience a 4.4% contraction in 2020 (+0.8ppt vs its June estimates) and a partial rebound to 5.2% growth in 2021 (-0.2ppt). Asia (-1.7% in 2020; +8.0% in 2021) faces a mor...
ING Think
ING Think 15 October 2020
IMF World Economic Outlook: Looking beyond the pandemic for emerging markets
IMF World Economic Outlook: Looking beyond the pandemic for emerging markets
Strategy Note / Malaysia

Malaysia's next fragile government led this time by Anwar

The UMNO is split between those loyal to former Prime Minister Najib Razak (who has been convicted of corruption) and those willing to side with opposition leader Anwar Ibrahim. The King of Malaysia will now verify Anwar's claims of a supporting majo...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 13 October 2020
Malaysia's next fragile government led this time by Anwar
Malaysia's next fragile government led this time by Anwar
Strategy Note / Global

Emerging-Frontier Equity Monthly, September: EM Tech and FM outperform

Covid-19continues to oscillate between a source of gloom (new waves of infections even in those countries previously successful in their control of it, lasting economic damage to traditional businesses) and one of optimism (partial control of infecti...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 27 September 2020
Emerging-Frontier Equity Monthly, September: EM Tech and FM outperform
Emerging-Frontier Equity Monthly, September: EM Tech and FM outperform
Strategy Note / Malaysia

Malaysia: Fragile government in peril but no guarantee of a stronger one instead

Ruling coalition partner UMNO is split between those supporting convicted former PM Najib and opposition leader Anwar. Anwar claims a majority bloc but his meeting with King Abdullah is delayed indefinitely (due to the King's poor health). New govern...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 24 September 2020
Malaysia: Fragile government in peril but no guarantee of a stronger one instead
Malaysia: Fragile government in peril but no guarantee of a stronger one instead
Strategy Note / Global

EM digital payments infrastructure: Six companies spearheading the charge

We have previously highlighted the importance of payments infrastructure in accelerating e-commerce in emerging markets and the strong growth that some of these payment infrastructures companies are seeing. In 2020, the company targets solid revenue...
Tellimer Research Rahul Shah
Rahul Shah @ Tellimer Research 17 September 2020
EM digital payments infrastructure: Six companies spearheading the charge
EM digital payments infrastructure: Six companies spearheading the charge
Strategy Note / Global

EM central bank firepower (in one chart)

Real interest rates (policy rate minus inflation) is one indicator of firepower (rate cuts) available to central banks. High real interest rates (above +2%) in the following countries (with GCC and Hong Kong US$ FX peg regimes excluded)......Indonesi...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 14 September 2020
EM central bank firepower (in one chart)
EM central bank firepower (in one chart)