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Latest articles in MENA
Strategy Note / Kuwait

Kuwait’s crown passes to 83-year-old successor amid fiscal challenges

Immediate succession is smooth but appointment of next Crown Prince requires......Balancing rival branches of the royal family and obtaining approval from obstructionist Parliament. Ahead are high fiscal deficits, scheduled election and end of EM ind...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 29 September 2020
Kuwait’s crown passes to 83-year-old successor amid fiscal challenges
Kuwait’s crown passes to 83-year-old successor amid fiscal challenges
Strategy Note / Global

Turkey can't avoid conflict and can't afford war

Investors, probably using other news sources, have also taken note: the Turkish Lira is down 2.6% and the Russian Ruble is down 1.9% since the spike in hostilities on 27 September. But part of this change has been driven by an inevitable return to mo...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 29 September 2020
Turkey can't avoid conflict and can't afford war
Turkey can't avoid conflict and can't afford war
Macro Analysis / Lebanon

Lebanon back to square one as prime minister resigns

Prime Minister-designate Mustapha Adib stepped down on Saturday after failing to form a cabinet, saying that efforts to form a non-partisan government were "bound to fail" and expressing his "sincerest apologies to the Lebanese people". President Mic...
Tellimer Research Patrick Curran
Patrick Curran @ Tellimer Research 28 September 2020
Lebanon: Back to square one as prime minister resigns
Lebanon: Back to square one as prime minister resigns
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
Macro Analysis / Turkey

Turkey: Flat policy rate, wider corridor expected

The CBT has raised its effective cost of funding rate with FX moves since early August, while it has kept the policy rate (1-week repo rate) unchanged at 8.25%. The effective cost of funding, on the other hand, in comparison to the actual cost and in...
ING Think
ING Think 22 September 2020
Turkey: Flat policy rate, wider corridor expected
Turkey: Flat policy rate, wider corridor expected
Strategy Note / Global

Corruption: FinCEN Files a reminder of challenges for EM and ESG investors

Suspicious Activity Reports (SARs) are sent, confidentially, by banks globally to the US Financial Crimes Enforcement Network (FinCEN, which is part of the US Treasury). We have written extensively on the subject of corruption for EM and ESG funds be...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 21 September 2020
Corruption: FinCEN Files a reminder of challenges for EM and ESG investors
Corruption: FinCEN Files a reminder of challenges for EM and ESG investors