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Tellimer's top picks: February 2023

We present five of our best current calls across economies, sectors, stocks and bonds for February. This month's picks: Chile and Vietnam equities, Buy Tajikistan and Nigeria bonds. We also identify five countries as being at most risk of default: El...
Tellimer Research Tellimer
Tellimer Research Team @ Tellimer Research 1 February 2023
Tellimer's top picks: February 2023
Tellimer's top picks: February 2023

Seven trades to watch in 2023

Our recently published Top 5 picks for 2023 featured a number of other trades to watch, or themes. These involve Argentina, Ukraine, Venezuela, Rwanda, Sri Lanka/Zambia, Uganda/Zambia, sovereign default risks generally. Most are high yield/distressed...
Tellimer Research Stuart
Stuart Culverhouse @ Tellimer Research 23 December 2022
Seven trades to watch in 2023
Seven trades to watch in 2023

Trade to watch: Sovereign default risks

We see 6 countries as being at most risk of default in 2023: Ghana, El Salvador, Ethiopia, Maldives, Pakistan, Tunisia. Bond prices could come under pressure if default crystalises, but those managing to avoid default could see price gains. This is o...
Tellimer Research Stuart
Stuart Culverhouse @ Tellimer Research 20 December 2022
Trade to watch: Sovereign default risks
Trade to watch: Sovereign default risks

The Maldives: Fiscal measures welcome but is time running out?

Despite strong tourism-led recovery, fiscal vulnerabilities remain high, with double-digit deficits and high public debt. Planned fiscal measures signal greater willingness for reform, but implementation risks remain with elections next year. Limited...
Tellimer Research Stuart
Stuart Culverhouse @ Tellimer Research 11 November 2022
The Maldives: Fiscal measures welcome but is time running out?
The Maldives: Fiscal measures welcome but is time running out?

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

IMF/WB Spring Meetings, April 2022 – country notes and global themes

We cover 14 countries in this note following the IMF/WB Spring Meetings, and highlight three global themes. Specifically, we cover Angola, Cameroon, Cote d’Ivoire, Egypt, Ethiopia, Iraq, the Maldives, Mozambique, Nigeria......Pakistan, South Africa,....
Tellimer Research Stuart
Stuart Culverhouse @ Tellimer Research 4 May 2022
IMF/WB Spring Meetings, April 2022 – country notes and global themes
IMF/WB Spring Meetings, April 2022 – country notes and global themes