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Equity Analysis / Tanzania

Tanzania banks allowed to restructure loans, interest rates reduced – positive

The Bank of Tanzania, in its recently held monetary policy committee meeting, finally followed its regional counterparts and put forth measures to deal with the economic impact of Covid-19. We see the new measures as positive and believe they will su...
Tellimer Research Faith Mwangi
Faith Mwangi @ Tellimer Research 14 May 2020
Tanzania banks allowed to restructure loans, interest rates reduced – positive
Flash Report / Tanzania

Tanzania and Covid-19: Delayed response could prove costly

The number of confirmed Covid-19 cases in Tanzania has been rapidly rising in recent days, and has now reached 254. East Africa neighbours Kenya, Rwanda and Uganda have taken significant measures to combat Covid-19, with the last two of those ha...
Tellimer Research Faith Mwangi
Faith Mwangi @ Tellimer Research 21 April 2020
Tanzania and Covid-19: Delayed response could prove costly
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
Flash Report / Global

Rwanda's new airport not a game changer for East African cement suppliers

Earlier this week, the Government of Rwanda and Qatar Airways signed an agreement to build a new international airport c25km southeast of the capital Kigali. Qatar Airways has agreed to take a 60% stake in the US$1.3bn airport. The first phase of the...
Tellimer Research Vahaj Ahmed
Vahaj Ahmed @ Tellimer Research 12 December 2019
Equity Analysis / Global

Investors are not giving enough merit to banks in stricter regulatory regimes

When assessing the investment case for FM and small EM banks, the macro and company-specific outlook is clearly paramount. But, other things being equal, we believe investors should feel comfortable paying higher multiples for banks that:have stricte...
Tellimer Research Rahul Shah
Rahul Shah @ Tellimer Research 11 November 2019
Strategy Note / Global

Doing Business: EM improving in general

The latest annual World Bank Ease of Doing Business survey, published in full last week, provides useful data points for structural economic reform momentum, if not near-term economic growth or the performance of asset prices. We highlight the follow...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 27 October 2019