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Latest articles in Pakistan

US withdrawal from Afghanistan will leave neighbours wary: 5 charts to explain

US withdrawal suits Pakistan more than India... In the short term, the desire for an orderly troop withdrawal will align US interests with those of Pakistan (to exert restraint on the Taliban) and the subsequent shift of the balance of power in favou...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 14 April 2021
US withdrawal from Afghanistan will leave neighbours wary: 5 charts to explain
US withdrawal from Afghanistan will leave neighbours wary: 5 charts to explain

Pakistan central bank sets aggressive but achievable targets for Islamic banking

In this report, we discuss how achievable these targets are, the planned steps to achieve these goals and what it could all mean for some of Pakistan's listed banks. The Islamic banking sector has huge untapped potential. Improve the liquidity manage...
Tellimer Research Rohit
Rohit Kumar @ Tellimer Research 6 April 2021
Pakistan central bank sets aggressive but achievable targets for Islamic banking
Pakistan central bank sets aggressive but achievable targets for Islamic banking

The top 10 investment insights on emerging market fintech

Tellimer Research Rahul
Rahul Shah @ Tellimer Research 26 March 2021
The top 10 investment insights on emerging market fintech
The top 10 investment insights on emerging market fintech

India, China, Pakistan detente but we've been here before so low expectations

The 25 February agreement between India and Pakistan to cease fire across the shared land border followed the partial pull back of troops by India and China in the Ladakh region two weeks earlier. As long as the US regards India as a key piece of its...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 23 March 2021
India, China, Pakistan detente but we've been here before so low expectations
India, China, Pakistan detente but we've been here before so low expectations

One year on – four quality emerging market bank stocks left behind by the rally

We identify four high-quality names that are likely to see a bounce-back in performance, and that are still trading at discounted multiples. We also identify four banks that have rallied hard and are now pricing in structural improvements in performa...
Tellimer Research Rahul
Rahul Shah @ Tellimer Research 15 March 2021
One year on – four quality emerging market bank stocks left behind by the rally
One year on – four quality emerging market bank stocks left behind by the rally

Remittances very strong for some, but not all, emerging markets

Remittances proved far stronger for some countries in emerging and frontier than others in 2020. Our observations from around 20 emerging and frontier countries where remittance data is available for 2020 are in this report. We have discussed before ...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 14 March 2021
Remittances very strong for some, but not all, emerging markets
Remittances very strong for some, but not all, emerging markets