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20 best Emerging Market stocks through the pandemic

Tellimer Research Rohit Kumar @ Tellimer Research
Rohit Kumar @
Tellimer Research
18 January 2021

Poland's coal confrontation with the EU fuels talk of Polexit

Vahaj Ahmed 10 January 2021

Poland's Allegro is in pole position despite IPO frenzy

Nirgunan Tiruchelvam 14 October 2020

Emerging-Frontier Equity Monthly, September: EM Tech and FM outperform

Hasnain Malik 27 September 2020

Geopolitics after Covid-19: US-China cold war, fragmented EU and GCC

Hasnain Malik 20 April 2020
Latest articles in Poland

20 best Emerging Market stocks through the pandemic

Jumia is known as the Amazon of Africa. Sea’s exponential rise has made it the largest company in ASEAN, a region of 600mn people. We identified Fawry as an EM tech stock to watch in July 2020, when the pre-unicorn company had a market cap of US$735m...
Tellimer Research Rohit Kumar
Rohit Kumar @ Tellimer Research 18 January 2021
20 best Emerging Market stocks through the pandemic
20 best Emerging Market stocks through the pandemic

Poland: NBP chairman sees no rate hikes, further FX interventions possible, but no floor

Chairman Glapiński underlined that rate cuts are only warranted given a substantial deterioration in economic prospects. In the current scenario envisaged by the central bank Glapiński sees flat rates until the end of the Monetary Policy Council term...
ING Think
ING Think 15 January 2021
Poland: NBP chairman sees no rate hikes, further FX interventions possible, but no floor
Poland: NBP chairman sees no rate hikes, further FX interventions possible, but no floor

Poland: CPI slows in December

The decline in core inflation is mainly the result of lower growth in services prices (6.4% YoY in December vs. 7.8% YoY in November). This is a result of demand disruption caused by the introduction of new restrictions, as well as an acceleration of...
ING Think
ING Think 15 January 2021
Poland: CPI slows in December
Poland: CPI slows in December

Poland: Rates unchanged, further FX interventions possible

December FX interventions by the National Bank of Poland and a change of rhetoric by some MPC members made the market price a rate cut. As we expected, no interest rates were changed. The novelty is the sentence about the possibility of using interve...
ING Think
ING Think 13 January 2021
Poland: Rates unchanged, further FX interventions possible
Poland: Rates unchanged, further FX interventions possible

Poland's coal confrontation with the EU fuels talk of Polexit

Natural gas imports from Azerbaijan (which started last week) are a milestone for the EU. Pressure is mounting on the country to move away from coal power, as the EU is pushing hard – but will likely fail – to phase out coal by 2030. If the EU pushes...
Tellimer Research Vahaj Ahmed
Vahaj Ahmed @ Tellimer Research 10 January 2021
Poland's coal confrontation with the EU fuels talk of Polexit
Poland's coal confrontation with the EU fuels talk of Polexit

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