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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

What the banking sector tells us about global investor expectations

We take a look at the world’s 100 most highly valued banks (with a combined market cap of US$5.6tn) to gauge how investors in these names see the outlook for the global economy. Despite significant price weakness this year, US banks remain the most v...
Tellimer Research Rahul
Rahul Shah @ Tellimer Research 19 May 2022
What the banking sector tells us about global investor expectations
What the banking sector tells us about global investor expectations

ESG climate change risk in EM: Indian subcontinent heatwave reminder

Temperatures recorded in March and April in parts of India and Pakistan were some of the highest ever recorded. Extreme heat, well above seasonal norms, across the Indian subcontinent draws attention to climate change risk more broadly in emerging ma...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 12 May 2022
ESG climate change risk in EM: Indian subcontinent heatwave reminder
ESG climate change risk in EM: Indian subcontinent heatwave reminder

Africa is an imperfect solution to Europe’s gas woes

The European Union will seek to step up cooperation with African countries to help replace imports of Russian natural gas and reduce its dependence on Moscow by almost two-thirds. A mega-project in Nigeria is raising hopes for more gas imports for Eu...
ETM Analytics Alexa
Alexa Archibald @ ETM Analytics 11 May 2022

Russian oil embargo impact

If Russian oil is embargoed, not every customer will participate – eg China and Belarus, and Germany's Chancellor Olaf Scholz has stated his opposition. And longer-term, a prolonged period of very high oil prices likely accelerates the transition to ...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 7 March 2022
Russian oil embargo impact
Russian oil embargo impact