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The emerging market banks that can best hedge equity investors' currency risk

The USD index has risen by 5% so far this year. Comparing banks' net foreign currency position with the over/(under) valuation of currencies against their REER fair values allows us to identify banks offering the best hedging potential. Looking at th...
Tellimer Research Rahul
Rahul Shah @ Tellimer Research 25 November 2021
The emerging market banks that can best hedge equity investors' currency risk
The emerging market banks that can best hedge equity investors' currency risk

Pfizer's Covid pill speeds up tourism recovery in emerging markets

The Pfizer announcement on 5 November that its its anti-Covid "Paxlovid" pill cuts hospitalisation risk by 89% if taken within 3 days of the symptoms should provide another boost to the prospects for tourism recovery in emerging markets. This follows...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 7 November 2021
Pfizer's Covid pill speeds up tourism recovery in emerging markets
Pfizer's Covid pill speeds up tourism recovery in emerging markets

Vermilion Compass: Weekly Equity Strategy

AMD, MRVL, XLNX, STM, MPWR, ON, ENPH, SEDG, FSLR, RUN, SPWR, CSIQ, SOL, ODFL, JBHT, KNX, LSTR, SAIA, SNDR, ARCB, MRTN, PTSI, YELL,  
Vermilion Research David
David Nicoski @ Vermilion Research 2 November 2021

Tellimer's top picks: November 2021

Banks in Poland, Bangladesh and Pakistan to get the biggest profit boost as monetary policy tightens... Higher demand as Covid-19 lockdowns ease, allied to supply-chain issues, are driving up global inflation. Banks can be key beneficiaries of rising...
Tellimer Research Tellimer
Tellimer Research Team @ Tellimer Research 1 November 2021
Tellimer's top picks: November 2021
Tellimer's top picks: November 2021

Emerging market banks: The winners and losers from tighter monetary policy

For ease of reference, we present the results of our analysis at the country level in this report. Greek banks' bottom-line is most sensitive to higher margins; their current margins and profitability remain depressed. But since profit is smaller tha...
Tellimer Research Rahul
Rahul Shah @ Tellimer Research 22 October 2021
Emerging market banks: The winners and losers from tighter monetary policy
Emerging market banks: The winners and losers from tighter monetary policy

Tunisia: Consumer inflation stabilizes at 6.2% y/y in September

Food and education price growth drive the faster inflation print at 0.6% in September. CPI accelerates to 6.3% y/y in Q3 but still below 6.7% posted in pre-crisis 2019.
EmergingMarketWatch Research
Research Team @ EmergingMarketWatch 6 October 2021