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Turkey central bank opts to wait and see

Tellimer Research Patrick Curran @ Tellimer Research
Patrick Curran @
Tellimer Research
21 January 2021

Iraq election delay risks more protests

Hasnain Malik 20 January 2021

Our 20 pandemic winners: Key takeaways

Rahul Shah 20 January 2021

Jobs matter more than votes: ESG pointers from Tunisia and Lebanon

Hasnain Malik 18 January 2021

20 best Emerging Market stocks through the pandemic

Rohit Kumar 18 January 2021
Latest articles in MENA

Turkey central bank opts to wait and see

Today the CBRT’s Monetary Policy Committee (MPC) opted to hold its one-week repo rate at 17%, in line with Bloomberg consensus. After such aggressive action at the last two MPC meetings (see here and here), we think the reaction is appropriate. Turke...
Tellimer Research Patrick Curran
Patrick Curran @ Tellimer Research 21 January 2021
Turkey central bank opts to wait and see
Turkey central bank opts to wait and see

UAE aluminium exempted from US import tariff as Trump leaves office

In his final hours at the White House, outgoing US President Donald Trump exempted the United Arab Emirates (UAE) from 10% tariffs on aluminium imports. Two weeks ago, EGA successfully ramped-up production at its new US$3.3bn alumina refinery to its...
Tellimer Research Vahaj Ahmed
Vahaj Ahmed @ Tellimer Research 21 January 2021
UAE aluminium exempted from US import tariff as Trump leaves office
UAE aluminium exempted from US import tariff as Trump leaves office

Iraq election delay risks more protests

The risk is that the election delay triggers a resumption of mass protests (and the use of force against those protestors by militia threatened by any change to the status quo of formal politics). Protests kicked off in October 2019 and one of the co...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 20 January 2021
Iraq election delay risks more protests
Iraq election delay risks more protests

Our 20 pandemic winners: Key takeaways

The pandemic winners among developed market stocks, almost all tech firms, are now household names, with the likes of Zoom helping to transform our working and personal lives and Tesla becoming a retail-investor favourite, recording staggering share...
Tellimer Research Rahul Shah
Rahul Shah @ Tellimer Research 20 January 2021
Our 20 pandemic winners: Key takeaways
Our 20 pandemic winners: Key takeaways

TSMC as key to chips as Middle East is to oil; a pointer for Biden's priorities

TSMC is the largest stock in the global EM index, the largest and most advanced outsourced semiconductor manufacturer and, arguably, right in the middle of the long-term tussle between the US and China over control of the Taiwan Strait and the techno...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 20 January 2021
TSMC as key to chips as Middle East is to oil; a pointer for Biden's priorities
TSMC as key to chips as Middle East is to oil; a pointer for Biden's priorities

Jobs matter more than votes: ESG pointers from Tunisia and Lebanon

Most would agree that economic stress, and specifically unemployment, breeds populism, and in extreme cases, radicalisation and insecurity. It is the EM echo of the message from Bill Clinton's 1992 election strategist James Carville, "It's the econom...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 18 January 2021
Jobs matter more than votes: ESG pointers from Tunisia and Lebanon
Jobs matter more than votes: ESG pointers from Tunisia and Lebanon