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Latest articles in Tanzania
Strategy Note / Global

Sub Sahara Africa manufacturing potential: Ethiopia tops our regional scorecard

The investment to realise that manufacturing potential is likely driven by serving local and nearby regional markets in contrast to North Africa (EU exports) or South East Asia (global exports and China relocation). Our relative scorecard uses the sa...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 3 September 2020
Sub Sahara Africa manufacturing potential: Ethiopia tops our regional scorecard
Sub Sahara Africa manufacturing potential: Ethiopia tops our regional scorecard
Weekend Reading / Global

Covid-19: I’d still rather be in Africa, but maybe not next year

At the end of January, I stood beside Murchison Falls with my family, drenched in the spray of the world’s most power waterfall, and I reflected on how much can change in a generation. Comparing the modelled outcome for Africa in 2021 with the curren...
Tellimer Research Paul Domjan
Paul Domjan @ Tellimer Research 27 June 2020
Covid-19: I’d still rather be in Africa, but maybe not next year
Covid-19: I’d still rather be in Africa, but maybe not next year
Strategy Note / Global

Tourism: 'Staycation' buffer for some (India) more than others (Iceland) in EM

The risk of an overseas vacation is that we are forced into quarantine either on arrival or on return should we contract Covid-19 or venture to a country where policy is focused on lifting lockdowns, rather than minimising infections (see Death by Co...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 8 June 2020
Tourism: 'Staycation' buffer for some (India) more than others (Iceland) in EM
Tourism: 'Staycation' buffer for some (India) more than others (Iceland) in EM
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. So far, Tanzania has 509 cases, 183 recoveries and 21 deaths...
Tellimer Research Faith Mwangi
Faith Mwangi @ Tellimer Research 14 May 2020
Tanzania banks allowed to restructure loans, interest rates reduced – positive
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 neighboursKenya, Rwanda and Uganda have taken significant measures to combat Covid-19, with the last two of those having a...
Tellimer Research Faith Mwangi
Faith Mwangi @ Tellimer Research 21 April 2020
Tanzania and Covid-19: Delayed response could prove costly
Tanzania and Covid-19: Delayed response could prove costly
Strategy Note / Global

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

Given the cheap valuation versus history and relatively robust FX rates of most frontier and small emerging markets, the fundamental investment case has rarely looked more attractive and the life of a professional investor has rarely felt so depressi...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 23 December 2019