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Sovereign Analysis / Sri Lanka

Sri Lanka: Attractive again, but risks remain

After recommending a Buy for Sri Lanka 6.85% 24s on 10 June (see here) and highlighting it as one of our top trade ideas of H2 20 on 23 July (see here), we downgraded to ‘Hold’ on 7 August (see here) following its c21% rally, which seemed to us a bit...
Tellimer Research Patrick Curran
Patrick Curran @ Tellimer Research 9 October 2020
Sri Lanka: Attractive again, but risks remain; retain Hold
Sri Lanka: Attractive again, but risks remain; retain Hold
Flash Report / Sri Lanka

Sri Lanka: Eurobonds collapse on lack of IMF urgency

Sri Lankan eurobonds have taken a nosedive today on the back of a Bloomberg report citing a lack of urgency for IMF funding. In an interview today, Finance Secretary S. R. Attygalle added that Sri Lanka will only look to tap the international debt ma...
Tellimer Research Patrick Curran
Patrick Curran @ Tellimer Research 17 September 2020
Sri Lanka: Eurobonds collapse on lack of IMF urgency
Sri Lanka: Eurobonds collapse on lack of IMF urgency
Strategy Note / Global

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

If remittances drop 20% who is exposed in emerging and frontier markets?
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 17 September 2020
Remittances: Better than feared so far (in two charts)
Remittances: Better than feared so far (in two charts)
Sovereign Analysis / Sri Lanka

Sri Lanka: Rajapaksas prioritise political over economic reform

On 7 August, we revised our recommendation on Sri Lanka 6.85% 24s – one of our Top Five picks for H2 20 – from Buy to Hold after the Rajapaksa’s electoral victory pushed prices from cUS$82 to cUS$87 in intraday trading and US$84 by cob. As expected,...
Tellimer Research Patrick Curran
Patrick Curran @ Tellimer Research 9 September 2020
Sri Lanka: Rajapaksas prioritise political over economic reform
Sri Lanka: Rajapaksas prioritise political over economic reform
Macro Analysis / Global

The moral imperative (or lack thereof) for IMF funding

This is the second in a series of thought pieces that will look at the role of development finance institutions post-Covid-19. In practice, however, the IMF has so far stuck to its guns and refused to extend funding for countries with an unsustainabl...
Tellimer Research Patrick Curran
Patrick Curran @ Tellimer Research 25 August 2020
The moral imperative (or lack thereof) for IMF funding
The moral imperative (or lack thereof) for IMF funding
Macro Analysis / Global

Chart of the WeekTourism Trauma and COVID-19

Pandemic-related lockdowns, flight cancellations, and border closures may be putting a crimp on summer vacation plans. However, the precipitous drop in tourism will have an outsized impact on countries that rely on foreign travelers—with potentially...
International Monetary Fund
IMF Blog 20 August 2020
Chart of the WeekTourism Trauma and COVID-19
Chart of the WeekTourism Trauma and COVID-19