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Strategy Note / Global

Saudi and GCC currencies: Drop the pegs while FX reserves still comfortable?

Seemingly little concern on GCC pegs from investorsInvestors do not appear overly worried about currencies in the GCC. The performance of the region's equities and sovereign bonds are generally in line or better than oil-exporter peers and broade...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 18 May 2020
Saudi and GCC currencies: Drop the pegs while FX reserves still comfortable?
Weekend Reading / Global

Biden's US foreign policy would be positive for Emerging Markets

Four Biden versus Trump foreign policy contrasts - multilateralism, trade, Iran, climate: all would be positive shifts for emerging market investorsThere appears to be very little difference between Biden, Trump and the US Congress on the description...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 16 May 2020
Biden's US foreign policy would be positive for Emerging Markets
Macro Analysis / Lebanon

Lebanon restructuring plan: A long and winding road

BLOM Bank hosted an update call last week with investors. We address below some of the topics touched upon during this discussion. Note that unless specifically identified as such, this report does not reflect BLOM Bank’s views.The main economi...
Tellimer Research Rahul Shah
Rahul Shah @ Tellimer Research 14 May 2020
Lebanon restructuring plan: A long and winding road
Strategy Note / Saudi Arabia

Saudi pares fiscal deficit, hits consumer, prepares for long oil war, splits GCC

The fiscal cuts announced by Saudi Arabia on 11 May equate to c4% of GDP and a prior fiscal deficit of 12.6% (2020 forecast from IMF). The measures include a VAT hike (from 5% to 15%), ending a cost of living allowance for public sector workers and p...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 11 May 2020
Saudi pares fiscal deficit, hits consumer, prepares for long oil war, splits GCC
Global Themes / Global

Africa's fintech hubs: The search for tomorrow's Silicon Valley

The four main fintech hubs in Africa are Egypt, Kenya, Nigeria and South Africa. These markets have distinguished themselves from the rest of Africa through their support for innovation (for example, via regulatory sandboxes) and the widespread estab...
Tellimer Research Rahul Shah
Rahul Shah @ Tellimer Research 3 May 2020
Africa's fintech hubs: The search for tomorrow's Silicon Valley
Flash Report - Fixed Income / Global

Kurdistan payments to oil companies at risk as KRG-Baghdad dispute reignites

Iraq and Kurdistan fall out again on federal budget transfers to the region. According to Argus Media and Kurdistan 24, the Kurdistan Region of Iraq has not fulfilled its part of the deal in 2020 and the federal government instructed t...
Tellimer Research Kiti Pantskhava
Kiti Pantskhava @ Tellimer Research 1 May 2020
Kurdistan payments to oil companies at risk as KRG-Baghdad dispute reignites