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

Tellimer Research Hasnain Malik @ Tellimer Research
Hasnain Malik @
Tellimer Research
18 January 2021

Remittances: Better than feared so far (in two charts)

Hasnain Malik 17 September 2020

Asia equity strategy: Vietnam tops a strong group

Hasnain Malik 2 July 2020

Chasing technology's tail: EM equity strategy overview

Hasnain Malik 28 June 2020

China manufacturing is irreplaceable but India and other Asians can win share

Hasnain Malik 20 June 2020
Latest articles in Philippines

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

Philippines: Philippine exports pickup but imports remain in the red

Philippine November exports rose unexpectedly by 3%, driven in large part by the 4.6% gain for the country’s mainstay electronics subsector, which accounts for almost half of the total export portfolio. Meanwhile, imports fell for 19 straight months...
ING Think
ING Think 8 January 2021
Philippines: Philippine exports pickup but imports remain in the red
Philippines: Philippine exports pickup but imports remain in the red

EM Sovereigns: Debt sustainability remains a concern but will only become acute for some

Already in 2020, we have seen a large number of sovereign defaults, notably in Argentina, Belize, Ecuador, Lebanon, Suriname and Zambia. Meanwhile, Bahrain (+9ppt to 137%), Brazil (+2ppt to 104%) and South Africa (+6ppt to 85%) see more modest increa...
ING Think
ING Think 7 January 2021
EM Sovereigns: Debt sustainability remains a concern but will only become acute for some
EM Sovereigns: Debt sustainability remains a concern but will only become acute for some

Philippines: December inflation peaks at 3.5% as food inflation persists after recent spate of typhoons

December inflation accelerated to 3.5%, the fastest pace since March 2019, as price pressures emanating from the index-heavy food basket drove headline inflation higher. The disruption and destruction from the string of typhoons was enough to keep fo...
ING Think
ING Think 5 January 2021
Philippines: December inflation peaks at 3.5% as food inflation persists after recent spate of typhoons
Philippines: December inflation peaks at 3.5% as food inflation persists after recent spate of typhoons

Philippines: December inflation peaks at 3.5% as food inflation persists after recent spate of typhoons

December inflation accelerated to 3.5%, the fastest pace since March 2019, as price pressures emanating from the index-heavy food basket drove headline inflation higher. The disruption and destruction from the string of typhoons was enough to keep fo...
ING Think
ING Think 5 January 2021
Philippines: December inflation peaks at 3.5% as food inflation persists after recent spate of typhoons
Philippines: December inflation peaks at 3.5% as food inflation persists after recent spate of typhoons

EM Credit Outlook: Risky Business

It’s a sit up and pay attention moment when emerging markets run a collective fiscal deficit of some 10% of GDP. The year ahead should see the US dollar remain on a weakening trend, a circumstance that cushions emerging market economies in many ways....
ING Think
ING Think 18 December 2020
EM Credit Outlook: Risky Business
EM Credit Outlook: Risky Business