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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
Macro Analysis / Global

Chart of the WeekTourism Trauma and COVID-19

Pandemic-related lockdowns, flight cancellations, and border closures may be putting a crimp on summer vacation plans. However, the precipitous drop in tourism will have an outsized impact on countries that rely on foreign travelers—with potentially...
International Monetary Fund
IMF Blog 20 August 2020
Chart of the WeekTourism Trauma and COVID-19
Chart of the WeekTourism Trauma and COVID-19
Strategy Note / Global

Africa ex-SA equity strategy: Egypt is the least bad

Covid-19 remains a significant economic challenge across the continent. This combination of factors is best demonstrated in Mauritius, the region's worst performer, where the FX rate has depreciated c10% ytd, Moody's sovereign credit outlook was down...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 30 June 2020
Africa ex-SA equity strategy: Egypt is the least bad
Africa ex-SA equity strategy: Egypt is the least bad
Strategy Note / Global

Chasing technology's tail: EM equity strategy overview

In 2006 I was an analyst on global technology equities. This would be unwelcomed for the investment case given the military’s continuing, overbearing indirect grip on the economy and the strain put on the fiscal deficit from Covid-19 disruption. Equi...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 28 June 2020
Chasing technology's tail: EM equity strategy overview
Chasing technology's tail: EM equity strategy overview
Strategy Note / Global

Correlation of EM and FM equities with Developed Markets, US$ and Commodities

We calculated correlations between a range of emerging (EM) and frontier (FEM, FM ex-GCC and GCC) equity indices and global commodity prices (S&P GSCI), oil price (Brent), the inverse of the US$, and developed market equities (MSCI World) over time p...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 11 June 2020
Correlation of EM and FM equities with Developed Markets, US$ and Commodities
Correlation of EM and FM equities with Developed Markets, US$ and Commodities
Strategy Note / Global

Tourism: 'Staycation' buffer for some (India) more than others (Iceland) in EM

The risk of an overseas vacation is that we are forced into quarantine either on arrival or on return should we contract Covid-19 or venture to a country where policy is focused on lifting lockdowns, rather than minimising infections (see Death by Co...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 8 June 2020
Tourism: 'Staycation' buffer for some (India) more than others (Iceland) in EM
Tourism: 'Staycation' buffer for some (India) more than others (Iceland) in EM