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Strategy Note / Peru

Peru: The battle for its governance soul in one chart

Related readingPeru: More fragmented, paralysed politics aheadLatAm equity strategy: Structural weakness plus commodity price headwindCorruption: The ugly truth for EM and ESG investors
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 8 July 2020
Strategy Note / Global

LatAm equity strategy: Structural weakness plus commodity price headwind

LatAm often displays a degree of exceptionalism compared to peers in EM.This is because of its proximity to the US, which means: 1) corporate management are historically more accessible to the largest concentration of foreign institutional investors;...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 8 July 2020
Strategy Note / Global

Corruption: The ugly truth for EM and ESG investors

Does corruption bother you?I ask the professional institutional investor, not the woke consumer or spiritual guide, in you.We all say that of course it does but, in practice, is this or should this be the case?These questions are particularly relevan...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 7 July 2020
Macro Analysis / Global

Outlook for Latin America and the Caribbean: An Intensifying Pandemic

By Alejandro Werner Español Latin America and the Caribbean have become the new COVID-19 global epicenter. The human cost has been tragic, with over 100,000 lives lost. The economic toll has also been steep. The World Economic Outlook Update now...
International Monetary Fund
IMF Blog 26 June 2020
Strategy Note / Global

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

I am thankful because I am still in a job and my family and I are healthy. But, after publishing over a hundred reports in the first five months of the year and spending the last three months cooped with the family, I (we) would like a vacation (hope...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 8 June 2020
Macro Analysis / Global

International Macroeconomic Perspectives

Fed points to performing economy to back its wait and see approach, despite coronavirus outbreak.Higher market volatility during last week had its origin in the coronavirus effect vs. US economy´s positive outlook. While the coronavirus outbrea...
Capital Markets Argentina María Teresa Leiva
María Teresa Leiva @ Capital Markets Argentina 12 February 2020