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OPEC+: The major implications of a minor increase

100k barrels per day supply cut is small but a signal of intent after the oil price drop of c15% since end July. Compounds the issues of 1.6mbpd of under-production versus quota in August and under 2mbpd of spare Saudi-UAE capacity. We scan EM for ne...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 6 September 2022
OPEC+: The major implications of a minor increase
OPEC+: The major implications of a minor increase
Weekend Reading / Global

Emerging markets dominate foreign lobbying in the US

Emerging markets dominate foreign lobbying in the US but the payback on this spend is mixed. Lobbying probably does not trump long-running strategic interests in shaping US foreign policy. Yet emphasis on financial over military tools in US foreign p...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 3 September 2022
Emerging markets dominate foreign lobbying in the US
Emerging markets dominate foreign lobbying in the US

Expats in emerging markets: Cheap and attractive locations

Following recent updates to the Numbeo Cost of Living Index and the InterNations Expat Insider Survey, we review which expat cities score well on both counts. But the biggest testament to the positives is that I am still here. Putting the tightening ...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 18 July 2022
Expats in emerging markets: Cheap and attractive locations
Expats in emerging markets: Cheap and attractive locations

Turkey banks: Hyperinflation will take its toll

The weakening Turkish lira, allied to global supply chain issues and the impact of Russian sanctions, has driven the inflation rate in Turkey up to 79%. It has operations in over 30 countries, including Turkey. Net profit was reduced by QAR0.3bn (ie ...
Tellimer Research Rahul
Rahul Shah @ Tellimer Research 12 July 2022
Turkey banks: Hyperinflation will take its toll
Turkey banks: Hyperinflation will take its toll

OPEC+ decision suits Saudi, US, Russia but no oil price relief for importers

OPEC+ increased its output on 2 June but not by an amount that makes a meaningful dent in global supply. Should China demand growth snap back, in the event that Covid restrictions subside and policy stimulus come into effect, then oil prices could go...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 5 June 2022
OPEC+ decision suits Saudi, US, Russia but no oil price relief for importers
OPEC+ decision suits Saudi, US, Russia but no oil price relief for importers

The emerging market banks most vulnerable to rising cost inflation

The post-pandemic economic bounce-back has generated labour shortages in many sectors of the economy; we are seeing record-low unemployment and high vacancy rates in several markets, and companies are being forced to raise salaries in the war for tal...
Tellimer Research Rahul
Rahul Shah @ Tellimer Research 3 June 2022
The emerging market banks most vulnerable to rising cost inflation
The emerging market banks most vulnerable to rising cost inflation