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After Colombia legalises Venezuelan migrants we review refugee populations in EM

Tellimer Research Hasnain Malik @ Tellimer Research
Hasnain Malik @
Tellimer Research
11 February 2021

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

Hasnain Malik 18 January 2021

2021 election calendar: The votes that matter

Hasnain Malik 9 December 2020

EM sovereign bond issuance highest since April, but High Yield still lags

Stuart Culverhouse 1 December 2020

Peru's popular President dismissed by its unpopular Congress

Hasnain Malik 10 November 2020
Latest articles in Peru

After Colombia legalises Venezuelan migrants we review refugee populations in EM

Venezuelan migrants are 3.6% of Colombia's population; President Duque is now legalising the undocumented portion. Problem is tougher for Chile (2%) and Peru (3%): legalisation curtails the undocumented economy but is politically risky. Other EMs wit...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 11 February 2021
After Colombia legalises Venezuelan migrants we review refugee populations in EM
After Colombia legalises Venezuelan migrants we review refugee populations in EM

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

2021 election calendar: The votes that matter

There are a number of elections of importance in smaller emerging and frontier markets in 2021. The general election, delayed by a year, on the pretext of Covid-19, is likely to occur in a highly sensitive political environment, as a result of the on...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 9 December 2020
2021 EM election calendar: The votes that matter
2021 EM election calendar: The votes that matter

EM sovereign bond issuance highest since April, but High Yield still lags

EM hard currency sovereign bond issuance jumped to US$26.2bn in November, more than twice the level in October, and the highest monthly volume since the market reopened in April. That is, the average run rate over the last four months has essentially...
Tellimer Research Stuart Culverhouse
Stuart Culverhouse @ Tellimer Research 1 December 2020
EM sovereign bond issuance highest since April, but High Yield still lags
EM sovereign bond issuance highest since April, but High Yield still lags

Covid corruption: Extortion among Latin America's security forces

During the Covid-19 pandemic, several governments across Latin America mobilised available security forces – including police reserves, the military and the navy – to assist in responding to the pandemic. Security personnel are regularly arrested for...
S-RM S-RM Analyst Team
S-RM Analyst Team @ S-RM 24 November 2020
Covid Corruption: Extortion Among Latin America's Security Forces
Covid Corruption: Extortion Among Latin America's Security Forces

Peru's new technocratic President is merely a stop-gap relief

New President Sagasti hails from the centrist Purple Party (7% of Congress) and has worked in academia, World Bank, UN. His centrist and technocratic credentials are a salve (eg 1.8% upward move in FX rate) but he is merely a stop-gap. Elections in A...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 18 November 2020