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Vietnam: No punitive US tariffs despite currency manipulator label

Tellimer Research Hasnain Malik @ Tellimer Research
Hasnain Malik @
Tellimer Research
17 January 2021

Trump's Twitter and Facebook bans will resonate through emerging markets

Hasnain Malik 12 January 2021

Baby Amazons were clear winners of the pandemic, but a sell-off is brewing

Nirgunan Tiruchelvam 7 January 2021

Biden controls Senate, Trump radicals combust, reflation helps EM equity for now

Hasnain Malik 7 January 2021

Why January 6th 2021 will be remembered as a good day for American democracy

Paul Domjan 7 January 2021
Latest articles in United States of America

Vietnam: No punitive US tariffs despite currency manipulator label

Vietnam's manufacturing exports equated to 100% of GDP on average over the 2015-19 period, underpinning the 1.7% current account surplus (forecast for 2021 by the IMF) and the creation of jobs, and providing the impetus for consumption and constructi...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 17 January 2021
Vietnam: No punitive US tariffs despite currency manipulator label
Vietnam: No punitive US tariffs despite currency manipulator label

Trump's Twitter and Facebook bans will resonate through emerging markets

The bans handed out by Twitter and Facebook to Trump after the riots at the Capitol Building in Washington have removed the loud speaker for the outgoing President's musings (some of which were seemingly generated in the middle of the night, some whi...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 12 January 2021
Trump's Twitter and Facebook bans will resonate through EM
Trump's Twitter and Facebook bans will resonate through EM

Baby Amazons were clear winners of the pandemic, but a sell-off is brewing

Emerging markets e-commerce players, or Baby Amazons, were the unquestioned winners of 2020. Some Baby Amazons have produced returns that even their strongest backers would never have dreamt of — Jumia rose 468% in 2020 and 15x from the depths of Mar...
Tellimer Research Nirgunan Tiruchelvam
Nirgunan Tiruchelvam @ Tellimer Research 7 January 2021
Baby Amazons were clear winners of the pandemic, but a sell-off is brewing
Baby Amazons were clear winners of the pandemic, but a sell-off is brewing

Biden controls Senate, Trump radicals combust, reflation helps EM equity for now

Separately, the shockingly inflammatory rhetoric and actions of Trump and his more radical supporters will act as another dent in US "exceptionalism" (the notion that US political and economic institutions are uniquely robust). The sensitivity in EM...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 7 January 2021
Biden controls Senate, Trump radicals combust, reflation helps EM equity for now
Biden controls Senate, Trump radicals combust, reflation helps EM equity for now

Why January 6th 2021 will be remembered as a good day for American democracy

The storming of the US Capitol by protesters incited by President Trump is more reminiscent of scenes in an emerging market disputed election than anything we might have expected in the United States. For those of us who following developing markets,...
Tellimer Research Paul Domjan
Paul Domjan @ Tellimer Research 7 January 2021
Why January 6th 2021 will be remembered as a good day for American democracy
Why January 6th 2021 will be remembered as a good day for American democracy

EU-China deal follows a year of friction, prepares for Biden

The real significance of the agreement is its demonstration that both the EU and China are positioning themselves for the Biden administration in the US and that both are prepared to cooperate despite a year in which their relationship has been chara...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 3 January 2021
EU-China deal follows a year of friction, prepares for Biden
EU-China deal follows a year of friction, prepares for Biden