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Latest articles in South Africa
Global Themes / Global

Africa's fintech hubs: The search for tomorrow's Silicon Valley

The four main fintech hubs in Africa are Egypt, Kenya, Nigeria and South Africa. These markets have distinguished themselves from the rest of Africa through their support for innovation (for example, via regulatory sandboxes) and the widespread estab...
Tellimer Research Rahul Shah
Rahul Shah @ Tellimer Research 3 May 2020
Africa's fintech hubs: The search for tomorrow's Silicon Valley
Global Themes / Global

Africa fintechs’ product suite explained… from agritech to remittances

Our recent survey of 150+ fintechs across 20 African markets enabled us to find their product and customer niches, as well as identify their unique success factors.Fintech companies are increasingly competing with traditional financial services...
Tellimer Research Rahul Shah
Rahul Shah @ Tellimer Research 23 April 2020
Africa fintechs’ product suite explained… from agritech to remittances
Strategy Note / Global

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

In our latest look at the impact of the economic shock brought on by Covid-19, we focus on geopolitics. We think there will be long-lasting negative effects on regime stability, structural reform and relations with neighbours.In the same wa...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 20 April 2020
Geopolitics after Covid-19: US-China cold war, fragmented EU and GCC
Strategy Note / Global

Coronavirus: UAE case a warning for global tourism

The United Arab Emirates Ministry of Health has announced a diagnosis of a coronavirus case in a family from Wuhan in China – the first such publicly announced case in the Middle East. Of Dubai's 16.7mn visitors in 2019, c6% came from...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 29 January 2020
Coronavirus: UAE case a warning for global tourism
Strategy Note / Global

Frontier-Emerging Equity Monthly, January: War and Pestilence

January started with investor fears of war (Iran) and ended with fear of another horseman of the apocalypse, pestilence (China). Oil prices spiked 4% after the assassination of Iran Quds Force leader, Qassem Soleimani, in a US drone st...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 24 January 2020
Strategy Note / Global

Frontier-Emerging Equity Monthly, December: Fund manager despair in focus

As well as our review of the month-to-date in frontier and emerging markets, we focus on the feedback from c80 meetings we have conducted with public equity fund managers globally in the past couple of months. The mood is extremely bleak as rede...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 23 December 2019